Community Users get 'Error saving PDF to quote please try again' when saving PDF Quote
Last updated 2015-03-09 ·Reference W-2315818 ·Reported By 3 users
Community Users encounter 'Error saving PDF to quote please try again' when attempting to save PDF Quote.
1. Partner User logs in directly to Partner Community
2. Views a Quote record
3. Clicks "Create a PDF" | Selects a template
4. Clicks "Save to Quote"
5. Encounters error:
"Error saving PDF to quote please try again" and Quote is not saved.
1. Temporarily disable the "Lock sessions to the IP address from which they originated" setting under Setup | Security Controls | Session Settings.
This should allow the PDF Quotes to save as intended. Once this bug is Fixed, the setting may be re-enabled.
2. Alternatively, a System Administrator can login AS the user from the partner user's Contact record (Manage External Users | Login to Community as User) and save the quote on the user's behalf.
Is it Fixed?
Any unreleased services, features, statuses, or dates referenced in this or other public statements are not currently available and may not be delivered on time or at all. Customers who purchase our services should make their purchase decisions based upon features that are currently available.