The PDF generation capability allows users to generate PDF files directly from Engage records. The capability to create PDF files is supported for the following entities: Relationships, Contacts, Leads, and Opportunities on both web and mobile apps. You can select the entities on which you want to enable PDF generation. Follow the instructions below to enable PDF generation for the entities you need.

1. Switch to the Sales Hub app by clicking Salentica Engage at the top left and then clicking Sales Hub

2. At the bottom left, click Sales and then App Settings

3. Under General Settings, select Productivity tools. Select Convert to PDF

4. Select the entities to enable or disable. Save

Note: If users still cannot see the Export to PDF option in the ribbon menu, the user likely needs the Document Generation privilege in their security roles. Also, you cannot create a PDF file for an entity record if there is no template available for that entity.