Real Estate Matching Property proposal via email with attached .pdf

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  • carlchernih
    Junior Member
    • Feb 2016
    • 2

    #1

    Real Estate Matching Property proposal via email with attached .pdf

    I have installed Real Estate module and wish to make proposes of properties in such way:

    I wish to add "Propose" to drop-down menu (where "View", "Create opportunity" and "Not interested" are are located) in Request view.

    When I click this "Propose" entry I wish the following occur:
    1. Generate .pdf file from Property record with all images attached to it
    2. Attach it to email template
    3. Send e-mail to contact which is linked to current request
    4. Mark matching property as "Proposed"

    What steps do I need to perform to get such a functionality?

    Beforehand thankful.
  • yuri
    EspoCRM product developer
    • Mar 2014
    • 9617

    #2
    Hi
    You can order development of such an enhancements through our site. We also could add this feature in future.

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