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?
SAP Cloud for Customer
Reproducing the Issue
- Go to the Sales workcenter.
- Go to the Sales Quotes view.
- Open any Sales Quotes.
- Go to the Output tab.
- Observe: the PDF format is used for the output document. There is no option use Microsoft Word or Excel instead.
There are presently no plans to invest in a word output for Sales Quotes forms.
This is the expected system behavior. You can utilize notes (for example standard External Notes). These can be included to the quote PDF.
Output, word, sales quote, PDF, Excel, external Notes , KBA , LOD-LE-CQP-CO , Lean Sales Orders , Problem