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I have created a quote, would like to create an invoice from it

New Here ,
Jul 19, 2020

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Can I Create a form for a quote that autofills an invoice?

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Correct answer by try67 | Most Valuable Participant

Only if you use form fields with the same name, either in a single file, or by exporting the data from one file and importing it in another.

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I have created a quote, would like to create an invoice from it

New Here ,
Jul 19, 2020

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Can I Create a form for a quote that autofills an invoice?

Most Valuable Participant
Correct answer by try67 | Most Valuable Participant

Only if you use form fields with the same name, either in a single file, or by exporting the data from one file and importing it in another.

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PDF forms

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24

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Be kind and respectful, give credit to the original source of content, and search for duplicates before posting. Learn more
Most Valuable Participant ,
Jul 19, 2020

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Only if you use form fields with the same name, either in a single file, or by exporting the data from one file and importing it in another.

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New Here ,
Jul 19, 2020

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Kinda thought so. Thanks. I'm making the form for someone else and wanted to make it as easy as possible. I was hoping she wouldn't have to export the data to a new file (not tech savvy)

 

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