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    Session Escalation Screen , such as a PDF document on the customer’s desktop, or a third party website, the agent can escalate the Last Updated: 08/18/2022
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    Export Report and Dashboard Data functionality of those applications. About this task Data can be exported to HTML, PDF (Portable Document Last Updated: 09/09/2022
  3. Link to a URL

    Export Report and Dashboard Data functionality of those applications. About this task Data can be exported to HTML, PDF (Portable Document Last Updated: 11/13/2025
  4. Link to a URL

    Export Report and Dashboard Data functionality of those applications. About this task Data can be exported to HTML, PDF (Portable Document Last Updated: 06/16/2022
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    Send a Quote to a Customer action does not permanently attach the file to the opportunity. Send as PDF Select this check box if Last Updated: 09/09/2022
  6. Link to a URL

    Send a Quote to a Customer action does not permanently attach the file to the opportunity. Send as PDF Select this check box if Last Updated: 11/13/2025
  7. Link to a URL

    Configure File Attachments comma separator. The following example shows how to add ' pdf ' extension after the 'gif' extension Last Updated: 08/19/2024
  8. Link to a URL

    Send a Quote to a Customer action does not permanently attach the file to the opportunity. Send as PDF Select this check box if Last Updated: 06/16/2022
  9. Link to a URL

    Export Report and Dashboard Data you begin Supported export formats are Excel (.xlxs format), PDF , HTML, Image (.jpg format), and Last Updated: 02/02/2025
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    How You Configure the Administration Interface representatives send quotes as PDF documents, though this option is disabled by default. Access the Last Updated: 09/09/2022
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