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SALES QUOTE - ATTACHMENTS

Our customer needs to send by e-mail a sales quote that includes a technical spec.

The technical spec is a PDF document that is attached to the quote.

The requirement is to merge the PDF into the sales quote so the e-mail will contain 1 document that includes the sales quote created by template and merged with the spec.

(and not to be send as a separate attachment)

How can we do it ?

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1 Answer

  • Best Answer
    Mar 26 at 03:11 PM

    Dear Ada,

    In standard it is not possible, you can try via PDI enhancement .

    Best Regards,

    Ankush Pashine.

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