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I have requirement to export to PDF a quote but while selecting quote template it is taking Subject as file name. But I need Quote Number instead of subject by
so please please please use Power automate for this--it is easy
Create a word document template and store in onedrive. turn on developer menu and add your fields that you want to map data to. You can easily create repeating tables for things like quote lines
Then you can have power automate populate the word template, save to onedrive and convert to PDF< then add to cds , email to people, whatever you want, and make the name whatever you want.
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