How to Print PDF document in Opportunities App?

Updated on November 15, 2023 10:49PM by Admin

Apptivo allows you to print opportunities using the Print/Web Layout feature, which allows you to create and print opportunity layouts in PDF format. Within the application, you can access a detailed overview of your created opportunities. To produce a hard copy of an Opportunity in the form of a PDF document, simply utilize the "Print PDF" option available on the overview page.

Steps to Print an Opportunity

  • Log in and access Opportunities App from your universal navigation menu.
  • Create a new Opportunity or select an existing one that you wish to print in PDF format.
  • Click on More Details(...) to access the Opportunity overview.
  • View the Print PDF button on the Opportunity overview page.
Home - IP Whitelisting
  • You can either choose the “Print PDF” Option to “print with attachment” or “Print without attachment”.
Home - Add IP Address
    • Print with attachment: This option enables you to download the Opportunity in a zip file, which includes the PDF document and any relevant attachments at the field level.
    • Print without attachment: This option allows you to directly download the Opportunity record as a PDF document.
  • Your Opportunity PDF will be downloaded as shown in the image below:
Home - Add IP Address


  • The PDF document download includes only the attachments linked to fields, not those added to the documents tab of the opportunities.