Overview
Explain customer-facing print preview pages for supported records.
Main purposeExplain customer-facing print preview pages for supported records.
Important areasPreview button, print layout, back link, latest saved data, customer-facing content.
Business valuePrint preview gives users a controlled view before sharing a document with customers or internal teams.
Where To Find It
Common Path: Record details > Preview and Print
Exact access can depend on your QCRM role. If the menu item is not visible, ask an administrator to review your permissions.
How It Works
- Supported records include sales quotes, sales orders, cases, and tickets.
- Preview pages read saved record data, so save changes before previewing.
- The preview is intended for browser printing or PDF creation depending on user browser settings.
Main Areas
| Area | What It Is Used For |
|---|---|
| Preview and Print button | Opens the print layout for the current record. |
| Print layout | Document-style page for printing. |
| Back link | Returns to the source record. |
Important Fields And Controls
| Field Or Control | What It Means | When To Use It |
|---|---|---|
| Customer details | Account and contact information. | Verify before printing. |
| Document number | Quote, order, case, or ticket number. | Use for customer reference. |
| Line items or issue details | Main document content. | Review carefully before sharing. |
| Totals and tax | Sales document amounts. | Check before sending quotes or orders. |
| Resolution or notes | Service document content. | Confirm it is appropriate for the audience. |
Recommended Workflow
- Open the record detail page.
- Review and save the record.
- Select Preview and Print.
- Check customer, line, total, status, note, and terms information.
- Use the browser print or PDF option if the document is ready.
Best Practice
- Do not print before saving recent edits.
- Check terms and conditions on quotes and orders.
- For service records, make sure private internal notes are not used as customer-facing text.
Troubleshooting
- If preview shows old data, return to the record, save, and preview again.
- If the print layout looks different on paper, adjust browser print margins and scale.
- If a record is not found, confirm the record still exists and your role can view it.
FAQ
Can I use print preview to create a PDF?
Usually yes, through the browser print dialog.
Can all records print?
No. Print preview is available on supported record types.