Sending a Quote PDF

[kako]

Sending a Quote PDF by Email Without Downloading It First

Hello,

First of all, thank you for the help with my previous issue. The "From" field problem was solved after marking the Outbound Email account as Shared.

Now I have another question regarding the operational workflow.

I have a custom entity called Quote (Orçamento). From this entity, I generate a PDF quote document that needs to be sent to the customer by email.

Currently, my process is:

1. Open the Quote record.
2. Generate the PDF.
3. Download the PDF file to my computer.
4. Create an email.
5. Manually attach the downloaded PDF.
6. Send the email.

This works, but it is not very practical for daily operations.

I would like to know whether there is a way in EspoCRM Community to:

• Generate the PDF and automatically store it in the Quote record;
• Attach the generated PDF directly to an email without downloading it first;
• Select an attachment that already belongs to the current record when composing an email;
• Or any other recommended approach for this type of workflow.

My goal would be a process like:

Quote → Generate PDF → Compose Email → PDF already available as attachment

The Quote entity is a custom entity developed for a tourism agency workflow.

Could anyone suggest the best practice for this scenario?

Thank you.

[shalmaxb]

In one of my apps, I do kind of that: Create a PDF, attach it to an email (has to be an email template), send it and after that save the PDF into a certain pre-defined folder in espoCRM itself.That folder is linked by a relationship to the record from where the email had been triggered. I wrote the procedure here:
https://forum.espocrm.com/forum/gene...ord-by-formula

[rabii]

Sending a Quote PDF by Email Without Downloading It First

Hello,

First of all, thank you for the help with my previous issue. The "From" field problem was solved after marking the Outbound Email account as Shared.

Now I have another question regarding the operational workflow.

I have a custom entity called Quote (Orçamento). From this entity, I generate a PDF quote document that needs to be sent to the customer by email.

Currently, my process is:

1. Open the Quote record.
2. Generate the PDF.
3. Download the PDF file to my computer.
4. Create an email.
5. Manually attach the downloaded PDF.
6. Send the email.

This works, but it is not very practical for daily operations.

I would like to know whether there is a way in EspoCRM Community to:

• Generate the PDF and automatically store it in the Quote record;
• Attach the generated PDF directly to an email without downloading it first;
• Select an attachment that already belongs to the current record when composing an email;
• Or any other recommended approach for this type of workflow.

My goal would be a process like:

Quote → Generate PDF → Compose Email → PDF already available as attachment

The Quote entity is a custom entity developed for a tourism agency workflow.

Could anyone suggest the best practice for this scenario?

Thank you.

why would you do this - in Quote you have an option send in email which automatically generate a quote pdf from pdf template of quote entity (if you have multiple it will allow you choose one) then the generate pdf gets attached to a compose email modal which is ready for you to send email. this is already in the sales pack for ages. see attached screenshot below (step by step)

Step 1


Step 2 (if you have multiple email - this is triggered after you click on send in email action)



Step 3 - automatically compose email is opened with attached generated quote pdf



I hope this helps