Is there a way to create an Advanced PDF/HTML Template for Opportunities? My client doesn't want to have the extra step of creating an Estimate record when the only purpose of doing so would be to make it so they can send a PDF of it for signature.

I mean you can always script a custom btn 🤷‍♂️

It's a little tricky to do that with SignNow's "Send for Signature" button, as it appears to include multiple modules at runtime when you click the button. A lot of the code is hosted elsewhere. I did however find a feature in the SignNow SuiteBundle that lets you use Advanced PDF templates built for other record types, so we might go with that if we don't relent and just auto-create an Estimate for each Opportunity.

Ohhh that does add a couple of layers of complication