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Michelle Poirier S-doc pdf creation
I am using S-doc templates for quotes
I am trying to create a button on the opportunity level that will generate the quote pdf & save it to the opportunity files.
I've tried flows/processes but it doesn't bring over quote line items and won't save in opps files. Any suggestions?
I am trying to create a button on the opportunity level that will generate the quote pdf & save it to the opportunity files.
I've tried flows/processes but it doesn't bring over quote line items and won't save in opps files. Any suggestions?