This option allows you to create the document, edit in word then convert to PDF to send.

After generating a quote, invoice or a proposal you want to open the document in MS Word for final changes. 
For this reason you select the *.doc format when using Impact Suite rather then merging to PDF.
For this reason we have added a "Convert to PDF" option on the documents tab in the opportunity list view.

Steps to convert to PDF: 

1. Select a document from under the DOCUMENTS tab
2. Click o n the CONVERT TO PDF button

A PDF version of the selected document will appear in the list.



Convert to PDF supports *.doc, *docx and *.rtf file formats.