Forum Discussion
Print/export private offer & terms to a PDF for customer's offline processes?
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.
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.
Thanks v-kylecallahan​ - that is basically what we've been doing, i.e. the separate paperwork, additional terms, and custom price sheet/quote, etc., and PDF'ing that up, sending separately getting it signed and they get their internal PO's and approvals sorted; and then we publish the private offer and attach that PDF.
In most cases that works, it is a bit clunky and would be nice if there was a way for the customer to print off/export the private offer to PDF or so - but no worries, thanks for replying... lets call this a 'feature request' :-)