PDF Printing eligibility in entities

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  • nramsay
    Junior Member
    • Jul 2025
    • 14

    #1

    PDF Printing eligibility in entities

    What determines if an entity is PDF printable or not? For instance, we have a PDF template for Opportunities, but we don't get a print to PDF option in the drop down as we do with some of the entities we've added on our own. Is there a switch somewhere I'm missing that determined if an entity can be printed to PDF or not?
  • yuri
    EspoCRM product developer
    • Mar 2014
    • 9639

    #2
    The Print to PDF menu item appears for me in the Opportunity. Having at least one template is enough.

    Comment

    • victor
      Active Community Member
      • Aug 2022
      • 1120

      #3
      If you have created a template for an entity, but the "Print to PDF" button does not appear, then you have a problem with your browser cache.
      In a normal situation, a simple refresh of the browser page is sufficient.

      Comment


      • emarkay
        emarkay commented
        Editing a comment
        THANK YOU! I've been going crazy trying to figure this out. I probably have 4 hours into this going down all different rabbit holes and this was the fix. So simple. Thanks Victor.
    • yuri
      EspoCRM product developer
      • Mar 2014
      • 9639

      #4
      This is not supposed to be connected to the browser cache. If it is, it should be fixed.

      Comment


      • yuri
        yuri commented
        Editing a comment
        It's supposed to appear after page refresh.
    • nramsay
      Junior Member
      • Jul 2025
      • 14

      #5
      I didn't need to clear cache, but I did need to kill/restart that browser process. A simple refresh didn't solve it. But it works now.

      Comment

      • yuri
        EspoCRM product developer
        • Mar 2014
        • 9639

        #6
        It's very strange. If someone experienced this, any help with debugging or fixing would be appreciated.

        Comment

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