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Home > Impact Modules > Opportunity List Plus > Convert to PDF

Convert to PDF

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.



  



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Article ID:
convert_to_pdf
Views: 208
Created By: jimdurkin
Modified By: [Modified By]
Created Date: 3/27/2014 6:43 AM
Last Modified: 3/27/2014 6:55 AM
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