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Re: Sales Quote - adding multiple form Output for different form template

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Dear Saruchi,

Sales Quote output would be a legal document hence, the approval process will be there and it is expected to have only one output generation for it for the same reason. I would suggest to discuss this with the customer once more and see if a workflow rule which generates the pdf and sends on email would work out for the user. Since you say different output forms for user, i expect these are no going to be legal documents and are needed more for information purpose. With workflow rule, you can select which kind of template you can utilize to send the document to the intended user.

Best Regards,

Pragya


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