Export to PDF

(1) Share

Report

Posted on by DL-08061426-0

When I am in a quote, order or invoice I need to edit the information on the pdf document or have more information from the document carry form here to the pdf. I know I can create the document in word, make the changes & then print to pdf, but that is a work-around.

I have the same question (0)

All responses (2)

Answers (1)

Suggested answer

Daivat Vartak (v-9d... 7,835 Super User 2025 Season 2 on at

Like (1)

Report

Hello DL-08061426-0,

As of now, MS do not allow to update the PDF. The available option is to make the Word Document (Template) and using the functionality of Export to PDF, the quote/order/invoice can be generated.

You can use PDF editor as separate application that will allow you to modify the content.

If my answer was helpful, please click Like, and if it solved your problem, please mark it as verified to help other community members find more.
If you have further questions, please feel free to contact me.

Best Regards,
Daivat Vartak

Was this reply helpful? Yes No
Verified answer

Leah Ju Microsoft Employee on at

Like (0)

Report

Hi,

Unfortunately, there is no OOB way to skip word template.

https://learn.microsoft.com/en-us/dynamics365/sales/enable-pdf-generation-quote?tabs=sales

Maybe you can consider this tool:

https://blog.magnetismsolutions.com/blog/paulnieuwelaar/2023/04/17/new-dynamics-365-tool-lets-you-export-your-crm-data-to-pdf-in-minutes
I hope you can mark my answer verified if it answer your question! If you have any questions, please feel free to contact me.
Regards,
Leah

Was this reply helpful? Yes No