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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 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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  • Since this is a Standard Button, you need to create a VF page according to your requirement and override this button using this page.
    – the_phantom
    Commented Jun 22, 2015 at 4:11

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I looked at the code for the create PDF button in the below image enter image description here and created a new custom button with that code and now it works fine and I successfully skipped the step of choosing the template.

Below is the new custom button with code from the above step:

enter image description here

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  • Hi, can you please post the code of the button? thnks.
    – Klodj_Meta
    Commented Jan 21, 2016 at 19:07

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