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  • Auto Adress in Document


    Is there a possibility to automatically transfer the address of the customer in a letter? The letter can indeed be uploaded as a document.

  • #2
    Hello
    Yes, if you use Email Template. https://www.espocrm.com/documentatio...-guide/emails/
    I don't understand about uploaded document: you want to modify the document or read some data from document and paste some in email?

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    • #3

      no, i need for example a button with ".pdf" as soon as I click on the button a prefabricated letter is created and filled with the address data of the customer

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      • #4
        sorry, can't imagine.

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        • #5
          According to what I understand, dimendia wants is something similar to the "mail merge" of Microsoft Word [1], but that generates PDF files, based on a model text with combined fields and a list of addresses. Same as we do now when sending mass emails, but generating PDF files.

          I was seeing on GitHub that they are going to implement the ability to print PDF [2] (something that makes me very happy) Then I think that you can use something as Tanya suggests but instead of sending the emails, the PDF files are generated.

          These PDFs are saved as a Document and from there they can be printed or sent by email.

          I am right?

          [1] https://support.microsoft.com/en-us/...etters-in-word
          [2] https://github.com/espocrm/espocrm/issues/792

          Regards!

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          • #6
            PDF Templates are available for long time. Now it requires a small development to enable it. In the next version will be possible to use Pdf Templates without development.

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