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Extracting the PDF of the QUOTE ?

Posted: Thu Jun 13, 2019 6:40 am
by SyncEzy
HI Muqueet,
We want to extract the PDF of the quote from simPRO with the QUote properly formatted as a PDF, is there a way we can extract the Quote properly formatted as a PDF as per the default simPRO Template.

Thanks

Re: Extracting the PDF of the QUOTE ?

Posted: Fri Jun 14, 2019 12:54 am
by Muqeet
Hi SyncEzy,

A the moment we don't have the functionality to generate PDF of a quote/job etc from templates in API. And unfortunately, we don't have plans to implement this feature in next couple of months.

Thanks.

Re: Extracting the PDF of the QUOTE ?

Posted: Fri Jun 14, 2019 1:32 am
by SyncEzy
Hi Muqueet,
This will be a big one for all the CRM integrations as they depend on a properly formatted PDF, else we have to recreate it and then the format will be different to simPRO.

We'd much prefer simPRO to be kept the "One Source of Truth" :)

Thanks to move this to the requests forum and keep us updated on when this comes online, It's quite important for a lot of our clients.

Thanks,

Re: Extracting the PDF of the QUOTE ?

Posted: Thu Jan 28, 2021 2:34 am
by nikolaiblackie
Hi @Muqueet, has there been any change to priority regards exposing quotes export to PDF in the API? Would be useful for project we are looking at.

Thanks
Nikolai Blackie