cloudysunny
Canvas Initiate

Generate estimate from a list item

Hello Community, 

This is more of a general question around list item to pdf. 

I'm working on a project in SharePoint, where I have created a list item e.g. 

form1.JPG

Now I want to be able to generate an invoice or order estimate in a PDF and sent to the client upon approval of the request. 

 

My Question is is this possible in SharePoint without the use of thirdParty addons? 

 

Any kind of suggestion, or feedback will be very much appreciated. Thank you

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MegaJerk
Automation Master
Automation Master

Re: Generate estimate from a list item

If you are not satisfied with the Print To PDF option in the Ribbon of the form, then there really isn't an out of box solution. 

As far as I know the only options are to either go to Nintex and look into buying time using DocGen (https://www.nintex.com/workflow-automation/document-generation/

 

or to use a third party library like PDFMake to generate PDFs in realtime. However, to go that route, you'd need to do a lot of coding work by hand, and while tutorials and good examples exist, it may be slightly stressful if you've never done any mid-level programming work with javascript (or whichever language of whichever library you choose). 

 

I hope this helps 

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