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Product Suggestions
Status Shipped
Categories CRM App
Created by Guest
Created on Dec 8, 2020

Preview Attached PDFs before sending

For document templates that are automatically attached a customer would like to be able to preview the PDF before it sends. Currently if you use the auto-attach functionality you can't preview the PDF before sending it as it creates the PDF once you click the send button.

  • Attach files
  • Admin
    Andrew Ardron
    Reply
    |
    Sep 15, 2022

    You can now click and open/download any attachment before sending the email.

  • Guest
    Reply
    |
    Jun 22, 2021

    This would also include CRM Library PDFs as well.

  • Guest
    Reply
    |
    Dec 11, 2020

    I think this would be a great help, sometimes its' easier to 'double check' / spot a mistake on the pdf file

  • +7