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Generate a PDF from PDF Manager to the Documents Module.

Question asked by John Boyes on Jan 30, 2018
Latest reply on Jan 30, 2018 by Francesca Shiekh

I have had a couple of clients ask about this so I thought I would check to see if anyone else has come across this.

 

When generating a Quote PDF, the client wants to save the generated PDF as a Document record related to the Quote record. They want to be able to have a history of Quotes sent to their client and do not want to be required to download the PDF to their local machine and then upload it back to Sugar.

 

My high-level thoughts on this would be to add another PDF menu item, "Save PDF",  like "Download PDF" and "Email PDF". Then create a custom endpoint that would generate the PDF and save it as a document record, related to the record from which the "Save PDF" template was selected.

 

Looking to see if anyone has done this or has any other suggestions on how to implement it.

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