Right now, it is only possible to export an item to Excel but not to PDF.
In the CRM product, it is only possible to edit an invoice.
I would like to be able to export an item into pdf and be able to have an editor to select which values I want to export depending on the choice of the column to export.
For example the uses cases would be : export to pdf the profile of a person, a cutomer request or a product, whare all the values are in an item.
It could be also the possibility to send a nice document to customers or to other departments internally, or to print it.
This feature request is similar but talks only about updates.
I just started using the DocuGen app
Hi @lwtriad @delia ,
Exporting to PDF was a specific requirement from one of our clients - McDonalds!
If you’d like to see how we did it, I’ll be running a 30min webinar on the 21st of Nov @12.15pm (GMT), to showcase the McDonalds solution.
Feel free to join by registering here !
I’ll speak through the maccas problem statement, demo the solution, talk through our process and the outcome.