Overview
Turn any Opportunity into a finalized PDF quote attached to Files.
Steps
- Open the Opportunity.
- Click “Generate Quote Document”.
- Enter Quote Name, select Template and Paper Size.
- Optionally select Terms, Draft watermark, and Signature block.
- Click “Save PDF” and open the success toast link.
Notes
- The PDF is saved as a Content Document on the Opportunity.
- If the action is missing, ask an admin to add it to the page layout.
