Automatically add pdf document when sending quotes by email

[ulat]

Hi!
Is there a way to automatically add a pdf document when sending e.g. a quote by email?

[lazovic]

Hi ulat,

This part of the documentation will be useful for you: https://docs.espocrm.com/user-guide/...quote-in-email.

[ulat]

Hi ulat,

This part of the documentation will be useful for you: https://docs.espocrm.com/user-guide/...quote-in-email.

Thanks. That means I have to buy the "workflows" addon package? The free version doesn't support this option?

[rabii]

Hi!
Is there a way to automatically add a pdf document when sending e.g. a quote by email?

if you have quote you can use Email PDF which would allow you to generate pdf and attachment to an email to send. see screenshot otherwise you can always developt such functionalities in your own custom code.