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QuoteWerks Knowledgebase Topic (Article ID 6344)

GoldMine - Can QuoteWerks create a PDF attachment as a link in GoldMine?

This information applies to :

Article ID
6344

Created/Updated
November 7, 2014

Category
GoldMine


Are you using the most current release of QuoteWerks?
Version 5.5 Build 1
Issue:
Can QuoteWerks create a PDF attachment as a link in GoldMine?

Solution:
QuoteWerks has a built-in PDF generating feature. There are 3 ways to get a PDF to attach to a CRM. First is when emailing a quote, when you select FilePrint and click on the EMAIL button, the quote will be saved to a PDF file which will then be linked to the CRM. Secondly, from the Print Preview window, you can choose the File Save As button you will see an option to attach to CRM when saving as a PDF. Lastly, When you go to Print and Preview the quote document, you will see a paperclip icon with the word CRM on it. This button will provide you the option to attach a PDF copy of the file to the CRM.


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