Opportunity item, pdf?

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  • Russ
    Senior Member
    • Feb 2022
    • 426

    Opportunity item, pdf?

    When I create a template for entity 'Opportunity item', how can I get/download pdf?
  • victor
    Active Community Member
    • Aug 2022
    • 731

    #2
    1. Create a PDF Template for Opportunity Item.
    2. Go to an Opportunity.
    3. Go to a specific Item of this Opportunity by clicking on it. Item will look something like #OpportunityItem/view/66a5f71ca37e4b4b6.
    4. Refresh the page > click on the three dots (those to the right of Edit) and the Print to PDF button will appear under the Remove button.

    If you need to create a document based on several Items, in #OpportunityItem select several Items > Actions > Print to PDF. In this case, you will download an archive of several PDFs for each of the records.​

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    • Russ
      Senior Member
      • Feb 2022
      • 426

      #3
      thanks

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