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Brittany
Recreate "Create PDF" button on quote
I am looking to recreate the "Create PDF" button on the quote page. What I am looking to do is have the custom create pdf button only list certain templates that can be used for a certain record type. My question is how do I go about recreating the "Create PDF" button to work simpler to the standard button. I am not a developer so I am trying to figure out the code needed to create the custom button and trying to figure out if I need to create a visualforce page, iframe, javascript, or whatever to get this working.
While researching I found the following app with which you can create a visualforce quote template - the code is available so i believe you just need to alter it accordingly to your requirement.
yes. it uses visualforce so you can format the pdf your way.
http://wiki.developerforce.com/page/Visualforce_Quote2PDF