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Can I email an estimate with attached pdf?

Last post 02-22-2012 3:44 PM by Anonymous. 1 replies.
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  • 02-21-2012 1:11 PM

    • viret56
    • Top 75 Contributor
    • Joined on 01-10-2012
    • Virginia
    • Posts 79

    Can I email an estimate with attached pdf?

     

    I have made progress on creating email templates, but I cannot find any way to create and send a one-time email from the estimate form with a .pdf of the print preview estimate attached. In other words, there are times when using the “save and email” button with a pre-set template won’t work because we may have something unique about the estimate that needs to be communicated. Once an estimate is complete, can I open a blank e-mail page, compose my message, grab the estimate as an attachment and send right then?

  • 02-22-2012 3:44 PM In reply to

    Re: Can I email an estimate with attached pdf?

    Answer

    Hi viret56,

    In order to be able to do this, you need to create a Generate Report action immediately followed by a Send Email action to send the PDF on a button on a copy of the original estimate screen. 

    I hope that this helps.

    Ronen

     

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