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How to preview a quote in PDF - Knowledgebase / D365 CE Connector / D365 CE FAQs - Formpipe Software Helpdesk

How to preview a quote in PDF

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Once you have accessed the CRM system, you can preview a quote in PDF.  Please follow the steps listed below:

1. On the Sales menu, click the drop-down menu to show the navigation menu flyout, and then under the Sales flyout, click Quotes in the Collateral list.

The Quotes page is displayed. 

2.  From the My Quotes list, select the quote you want to preview and click it.

As a result, a quote page opens.

3. On the quote page, click the LASERNET dropdown button and then click Run report in the context menu that appears.

As a result, a quote opens as a PDF file in a separate window.


If a separate window does not appear, please verify your pop-up blocker to make sure it has not blocked the window.
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