Forum Discussion
ph_richardson
Dec 11, 2025Copper Contributor
Print/export private offer & terms to a PDF for customer's offline processes?
Hi all, We have a situation where a customer is asking for a 'private offer' to be published to them - which is fine, we have done that. However, their procurement processes don't appears quite up ...
- Dec 17, 2025
Microsoft does not provide an option to generate a PDF containing all private offer details. I'd recommend finding out what details the customer requires for approval and include those in a PDF file attached to your private offer. Typically, this includes additional terms and conditions the seller wants to document, but some partners have also included quotes or custom price sheets negotiated with the customer. The person reviewing the private offer can share this through any internal processes prior to returning to click accept.
JillArmourMicrosoft
Community Manager
Dec 16, 2025justinroyal​ can you help here?