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Excel attachment in SBO Mailer service instead of PDF


We are using SBO Mailer service for sending a mail while creating a transaction.

We want to send the excel attachment by default instead of PDF in Sales Quotation.

Please suggest me on this how can we send Excel attachment by default in SBO Mailer service.



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  • Posted on Jan 18, 2016 at 10:19 AM


    You cannot send an Excel file by default instead a PDF file in SBO Mailer.

    The SBO behavior sends a PDF file and exports to PDF file, not Excel file.

    You can develop an SDK program to do this task: overwrite the standar behavior (if it is possible) to create the Excel file and attach to the mail.

    Kind regards

    Agustín Marcos Cividanes

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