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Automatically add pdf document when sending quotes by email

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  • Automatically add pdf document when sending quotes by email

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

  • #2
    Hi ulat,

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

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    • #3
      Originally posted by lazovic View Post
      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?

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      • #4
        Originally posted by ulat View Post
        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.
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