---
schema_version: "1"
id: 63ab445c35c55937c45e10852934158b763c240078feb8928e31ad7a313c69e9
title: Export a Document to a PDF from a Process
collection: admin
version: current
locale: en-us
portal_url: https://docs.salesforce.com/admin/current/en-us/platform/264-0-0/process_action_quip_export_to_pdf.md
canonical_url: https://help.salesforce.com/s/articleView?id=platform.process_action_quip_export_to_pdf.htm&release=264.0.0&type=5
source_site: help.salesforce.com
content_type: documentation
content_hash: a33741d8d96a06e6355844931b93049a7be5bf691a5c58370f1dbaed9d72b03c
description: To mark a document as complete or to keep a document view-only for record keeping, export it to a PDF. You can choose to attach the PDF to a document or to a Salesforce record.
products:
  - Flow Builder
  - Salesforce Platform
release: "264"
---
# Export a Document to a PDF from a Process

To mark a document as complete or to keep a document view-only for record keeping, export it to a PDF. You can choose to attach the PDF to a document or to a Salesforce record.

### Required Editions

<table class="slds-table slds-table_bordered slds-max-medium-table_stacked slds-m-bottom_small edition"><colgroup><col></colgroup><tbody><tr class=""><td class="slds-cell-wrap" style="vertical-align:top;">Available in: Lightning Experience</td></tr></tbody></table>

<table class="slds-table slds-table_bordered slds-max-medium-table_stacked slds-m-bottom_small permission">
        <colgroup>
          <col style="width:50%">
          <col style="width:50%">
        </colgroup>
        <thead class="slds-text-title_caps ">
          <tr class="">
            <th scope="colgroup" class="slds-cell-wrap" colspan="2" style="text-align:center;vertical-align:top;" id="d54339e55">User Permissions Needed</th>
          </tr>
        </thead>
        <tbody>
          <tr class="" id="process_action_quip_export_to_pdf__d2764e977">
            <td data-label="User Permissions Needed" class="slds-cell-wrap" style="vertical-align:top;" headers="d54339e55 ">To create, edit, or view processes:</td>

            <td class="slds-cell-wrap" style="vertical-align:top;" headers="d54339e55 ">
              <p>Manage Flow</p>
              <p>AND</p>
              <p style="margin-bottom:0;">View All Data</p>
            </td>

          </tr>
        </tbody>
      </table>

![Important](https://sf-zdocs-cdn-prod.zoominsoftware.com/tdta-platform-platform_automation-264-0-0-production-enus/60568438-ec7e-4665-acd1-7c80dcbe60d5/images/icon_important.png)

Important Support and updates for Process Builder have ended as of December 31, 2025. This means that support won't be provided for any process and bugs in the Process Builder product won't be fixed. See [Workflow Rules & Process Builder End of Support](https://help.salesforce.com/s/articleView?id=001096524&type=1&language=en_US).

After December 31, 2025, existing processes continue to run, and you can activate, deactivate, and edit them; however, we recommend using Flow Builder. To migrate existing processes, plan your [switch to Flow Builder](https://help.salesforce.com/s/articleView?id=platform.flow_migrate_to_flow_learning_map.htm&release=264.0.0&type=5 "Flow Builder combines the capabilities of workflow rules and Process Builder in a single point-and-click tool, making it easier to create a triggered process. If you created triggered processes with workflow rules or Process Builder, use the Migrate to Flow tool to move them to Flow Builder. Start by migrating and testing in a sandbox environment before moving your new flows to production.") and use the [Migrate to Flow](https://help.salesforce.com/s/articleView?id=platform.flow_migrate_to_flow.htm&release=264.0.0&type=5 "Use the Migrate to Flow tool to convert your Process Builder processes and workflow rules into Flow Builder, including scheduled actions. The tool also supports partial migration of processes for most actions.") tool. For new automations, create flows in [Flow Builder](https://help.salesforce.com/s/articleView?id=platform.flow.htm&release=264.0.0&type=5 "Automation reduces repetitive work and helps your team complete tasks faster and more accurately. With Flow Builder, you can build simple or complex automations, forms, and guided experiences with no code. You can add forms to Salesforce pages and Experience sites, and launch flows using buttons, record triggers, or schedules.").

After you create a Quip action and select **Export to PDF**, fill in the relevant fields to add the action to your process.

1. Enter a name for this action.
    
    This text appears on the canvas and helps you differentiate this action from others in your process. The name truncates to fit on the canvas.
2. Optional. Enter the URL of the document you want to export to a PDF. To use a document housed in a URL field, set Type to **Field Reference**, and select the object’s field.
3. **Optional:** To attach the PDF to a document, enter a target document URL. The PDF is added to the end of the document.
4. To attach the PDF to a Salesforce record, enter the record’s Salesforce Organization ID and the Target Record ID. PDFs attached to a record are added to the record’s Files component and Notes and Attachments component, and are visible to any user with access to the record.
5. Save the action.

![Note](https://sf-zdocs-cdn-prod.zoominsoftware.com/tdta-platform-platform_automation-264-0-0-production-enus/60568438-ec7e-4665-acd1-7c80dcbe60d5/images/icon_note.png)

Note To replace the existing Process Builder processes and Workflow Rules with flows before Process Builder and Workflow Rules reach [end of support](https://help.salesforce.com/s/articleView?id=001096524&type=1&language=en_US), see [Quip Actions in Flow Builder](https://help.salesforce.com/s/articleView?id=xcloud.quip_automation_flow.htm&type=5&language=en_US).

#### See Also

- [Automate Pricing Proposals with Flow Builder](https://help.salesforce.com/s/articleView?id=xcloud.quip_automate_pricing_proposal.htm&language=en_US)