[SalesForce] Use Quote ‘Create PDF’ Button Programmatically

Do you have a custom controller for your Quote PDF generator? If not, you can easily create one by creating an extension of the existing one that has a boolean object linked to a checkbox. If the checkbox is true, then the PDF is created, if it's false, then the PDF is aborted. Before any work is done, the controller checks the status of the custom boolean object.

I'm sure you could similarly add that kind of logic into the VF page by adding a validation rule to the checkbox, but I've never done it that way myself. Or, as you've suggested, this could also be done via JavaScript by checking the state of the checkbox.

You'll want to create a custom HTML template that's linked from your quote page via a button to use to create your PDF. You can have the PDF display in a new window if you want which some find helps make it easier for them to save the finished document. One example of how to do this can be found at the following link: Creating Professional PDF Documents with CSS and VisualForce.

Not everyone pre-composes the entire page on the controller as they've shown in that example (I don't). If you don't expect to create multi-page documents, its not at all necessary. There are also ways of using CSS to overcome line break issues at print time. In your case, you might even want to have a separate template for services and for products provided the services aren't linked to your products.