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javanoob
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In our salesforce org, when we click on the standard "create PDF" button on the quote object, it shows dialog box asking to "choose template" and theyour sales people always select the same template.

Sales people are askingnow want to customizeknow if there is a way to avoid this step so that when they click on the create PDF button the default template should be automatically selected and take them directly to PDF preview page.

How do I achieve this? Any suggestions please on where to start on this?

In our salesforce org, when we click on the standard "create PDF" button on the quote object, it shows dialog box asking to "choose template" and they always select the same template.

Sales people are asking to customize this so that when they click on the create PDF button the default template should be automatically selected and take them directly to PDF preview page.

How do I achieve this? Any suggestions please on where to start on this?

In our salesforce org, when we click on the standard "create PDF" button on the quote object, it shows dialog box asking to "choose template" and our sales people always select the same template.

Sales people now want to know if there is a way to avoid this step so that when they click on the create PDF button the default template should be automatically selected and take them directly to PDF preview page.

How do I achieve this? Any suggestions please on where to start on this?

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javanoob
  • 9k
  • 15
  • 77
  • 143

Overriding Create PDF button on Quote object to choose the default template?

In our salesforce org, when we click on the standard "create PDF" button on the quote object, it shows dialog box asking to "choose template" and they always select the same template.

Sales people are asking to customize this so that when they click on the create PDF button the default template should be automatically selected and take them directly to PDF preview page.

How do I achieve this? Any suggestions please on where to start on this?