CFKB00019
CFKB00019
How to Print a Quote to a PDF in Cyberforms
CyberForms: How to Print a Quote to a PDF in Cyberforms
SUMMARY
A sales user in Cyberforms wants to print a quote to a PDF and email it to a customer.
MORE INFORMATION
User must have Cyberforms and Broadgun PDFMachine installed.
APPLIES TO
Mobile Maverick Cyberforms (all Versions)
Broadgun PDFMachine (all Versions)
SUMMARY
1) Open Cyberforms, browse to a current worksheet
2) Click go to quotes
3) Build quote of worksheet as desired.
4) When quote is prepared appropriately, click on the red quil next to the "print quote" button in the upper right corner of the quote.
5) Choose "Broadgun pdfMachine" from the list, click OK
6) After choosing where to print, click the "print quote" button to print the quote to a pdf.
7) PdfMachine should now launch and display the quote in pdfMachine.
8) To email the quote, click on the envelope/paperclick Icon labeled "send" on the toolbar.
9) This will launch an email within your default email program with the quote quote in pdf form attached.
MORE INFORMATION
None
How to Print a Quote to a PDF in Cyberforms
APPLIES TO
Mobile Maverick Cyberforms (all Versions)
Broadgun PDFMachine (all Versions)
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