Populate Word Template Power Automate: Can you Export Quote to PDF?

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Posted on by Samantha73

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Hi All

I'm still trying to solve a basic problem of changing the order of rows in a quote by various methods. Now I know how to:
1. Create a column and change seqeunce number or new column for sorting in quotedetail entity

2. Power automate to email the quote with the new row order/sort
https://community.dynamics.com/blogs/post/?postid=6d013383-a908-49ee-b91c-d72d9dad06eb

The problem I have is users still need to Print preview and export to PDF so they can use outlook to email the quote using below option. Is there a way to integration power automate in a way so they use it for print preview or export to PDF (even without print preview). Is there a add-on that can handle this if natively this isnt possible.

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Microsoft Dynamics CRM

Dynamics 365 Sales

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Holly Huffman 6,554 Super User 2026 Season 1 on at

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hi there!

good afternoon / evening / morning - depending on where you are :)

apologies if you've tried these already:

i found this article that seems to address how to get a word template into pdf form for your users to be able to email out to customers the quote with reordered lines. please have a try - hope this helps some!

How to Convert Word Files to PDF Using Power Automate? [Without Using Premium Connector] - Enjoy SharePoint

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