Exporting quotes to a custom PDF RRS feed

  • Question

  • We have a duplicate process with our order forms that I'm looking to streamline. Currently, our sales team need to create order forms as a PDF for the customer to sign, and via the CRM for billing purposes. Very labour intensive and time consuming for the sales team.

    I want to change this so that our Sales team can create the quote in Dynamics CRM, export it to PDF,  and use this document to send out for e-signature.

    I know there is the ability to export to PDF in dynamics, but what about exporting to my own PDF template? Can I match up the fields in CRM to my template and have it populated automatically with just the e-signature and direct debit information required by the customer?

    Many thanks in advance.

    Tuesday, June 23, 2015 2:41 PM