Hi,

My company are towards the end of our implementation process and one of the last things we’re tackling are custom PDF template’s. Due to a few different reasons, we require a way to be able to edit the data after the template is generated. This doesn’t have to be done as a PDF, it could be done within NetSuite or converted to a word/excel document instead of a PDF.

We’ve been told this isn’t possible. It seems slightly odd to me that something that is in our current 20 year old system isn’t possible within NetSuite. I understand the user could just go back into the project, edit the fields and then preview the document again however it’s a step backwards from our current system.

I was wondering if anyone have had anything similar required for their companies? And if so, how was it done?

Thanks,

Chris