Extracting the PDF of the QUOTE ?

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SyncEzy
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Extracting the PDF of the QUOTE ?

Post by SyncEzy » Thu Jun 13, 2019 6:40 am

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
SyncEzy
https://syncezy.com/
SAAS Integrations Made Easy !
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Muqeet
Posts: 772
Joined: Mon Dec 03, 2018 3:24 am

Re: Extracting the PDF of the QUOTE ?

Post by Muqeet » Fri Jun 14, 2019 12:54 am

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.
Muqeet
API Developer | simPRO Software Group
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SyncEzy
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Re: Extracting the PDF of the QUOTE ?

Post by SyncEzy » Fri Jun 14, 2019 1:32 am

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,
SyncEzy
https://syncezy.com/
SAAS Integrations Made Easy !
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nikolaiblackie
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Re: Extracting the PDF of the QUOTE ?

Post by nikolaiblackie » Thu Jan 28, 2021 2:34 am

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
Nikolai Blackie
www.adaptiv.nz
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