Method Community

Hi,

Can you tell us how to attach a PDF file to email in Estimates and also in Sales Order.

Thanks in advance.

Hi there,

Are you trying to send a PDF of the Estimate or Sales Order? If so, may I suggest a better approach? The default Estimate and SO screen’s will have a ‘Save & Email’ button which will send an email to the customer for that particular Estimate or SO with a link to the customer/contact portal. From there they can do all sorts of things like view, save and print the PDF version if needed. This saves the extra overhead of attaching the PDF to the email making it a faster process.

If you’re set on emailing the PDF attachment, it’s easy!  You would just use a Generate Report action, immediately followed by a Send Email action to send the PDF.  If you have Method Full Blown Edition, you can reverse engineer how Work Orders are emailed in Method Field Services to see how that happens.

Hope this helps.

Method_Valbon:

If you’re set on emailing the PDF attachment, it’s easy!  You would just use a Generate Report action, immediately followed by a Send Email action to send the PDF.  If you have Method Full Blown Edition, you can reverse engineer how Work Orders are emailed in Method Field Services to see how that happens.

I did this and it works perfectly! Thanks for the advice.