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Categories CRM App
Created by Guest
Created on Apr 2, 2019

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Email quotes with automatic PDF attachment from word template

In demonstrating the process of creating a word quote document and then sending as pdf attached to an email, this works pretty well, BUT, it would be better if you could setup the email template (To say "...please find your quote attached..."), and specify the other document templates that you want to attach as PDF. If you had a straight forwards MS Word quote you could then send this as a PDF attached to your email really, really quickly and be even more awesome.

probably want to consider this one alongside: https://prospect365-ideas.ideas.aha.io/ideas/SPA-I-642 

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Ability to attach PDF to the automatic order confirmation email

Merged
The automated order confirmation email is great. It would however be nice to be able to attach a PDF automatically to give a better quote table, a more stylised or more extensive order confirmation document (perhaps with terms, what next etc in yo...
Andrew Ardron over 5 years ago in  0 Shipped