When we sell a product, we want to provide the datasheet. If I could provide a link to the datasheet in the quote, that would be great. The datasheet is in the library under a folder called "datasheets" and is linked to the SKU code.
When I ship the unit, I send the installation instructions. Again, being able to send a follow up with all the installation documents linked with the quote sku numbers would be great.
Right now I have a link from document to SKU code in the library but no real way of using this information in a way that I can automatically email customers.
Hi Jane, this feature actually already exists. Unfortunately I checked and there's not much documentation on setting it up and using it. So, someone from support will contact you in the next few days with some details. Thanks.