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Morgan Green 10
Generate pdf on opportunity using quote template?
Hi, is it possible to create a button on the Opportunity object that generates a downloadable pdf using a pre-existing quote template?
Check below example that matches your requirement :-
https://developer.salesforce.com/forums/?id=9062I000000XkGJQA0
https://salesforce.stackexchange.com/questions/105877/how-would-i-create-a-pdf-in-salesforce-on-any-object-without-using-any-code
https://www.youtube.com/watch?v=X2HMdJjq3zw
Please mark it as the Best Answer so that it can help others in the future.
Regards,
Priya Ranjan
Have you find solution for this ? " Create PDF" button on opportunity while using a quote template.