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SALES QUOTE - ATTACHMENTS

Nov 19, 2017 at 10:18 PM

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Former Member

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
Ankush Pashine
Mar 26 at 03:11 PM
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Dear Ada,

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

Best Regards,

Ankush Pashine.

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