SAP Knowledge Base Article - Public

3197012 - Sales Quote Output to Word Format

Symptom

Your request is for your sales staff be able to edit/modify the Sales Quotes Output (form) before presenting it to the customer. You want to know: is it possible to use C4C to generate a sales quote in Word or Excel?

Environment

SAP Cloud for Customer

Reproducing the Issue

  1. Go to the Sales workcenter.
  2. Go to the Sales Quotes view.
  3. Open any Sales Quotes.
  4. Go to the Output tab.
  5. Observe: the PDF format is used for the output document. There is no option use Microsoft Word or Excel instead.

Cause

There are presently no plans to invest in a word output for Sales Quotes forms.

Resolution

This is the expected system behavior. You can utilize notes (for example standard External Notes). These can be included to the quote PDF.

Keywords

 Output, word, sales quote, PDF, Excel, external Notes , KBA , LOD-LE-CQP-CO , Lean Sales Orders , Problem

Product

SAP Cloud for Customer add-ins all versions