Version: eXtendPresentation 1.3.7 and above
Audience: Administrator

Introduction

This article provides details on how to use the PDF printing options available with eXtendPresentation 1.3.7 and above. PDF printing can be added to the external presentation web form using two methods: native NetSuite Advanced PDF/HTML templates and a custom printing solution from eXtendTech.

Using Native NetSuite Advanced PDF/HTML

To print a PDF from your configured external form, follow these steps:

  1. Access the transaction form for your transaction type (Opportunity or Estimate (Quote)) that has eXtendPresentation configured.
  2. Apply your desired Advanced PDF/HTML print template that you want to print from the external presentation web form.

  3. Edit your presentation template for the external presentation web form.
  4. Add a link or a button and set its source URL as /v1/Presentation/pdf/template?orderid=<%= nsRecord.fields.id.value %>&formid=144. Please note that you will need to change the formid parameter to match the form id of your selected form.
  5. Once these steps are completed, clicking your custom link or button will generate a PDF printout of your opportunity/estimate (quote).

Please be aware that the URL source needs to be specified in a conditional format. For an Opportunity record, the URL should contain the Opportunity formid, and for an Estimate, it should contain the Quote formid.

Using eXtendTech's Custom Printing Solution

eXtendTech offers a custom solution for printing web presentations directly from the external presentation form. This on-demand solution includes all the features of web presentations and can be used to generate PDF prints that meet your specific requirements.

Please note that this feature is an additional service. Before this custom solution can be implemented, you will need to provide a template sample and specify the components you want to include in the PDF print.