Here is a new way to automate your processes. Instead of having to export templates to PDF and then manually crafting and attaching those to your emails, automate the whole process with this new add-on. This new Workflow Action lets you select both an email template and a PDF template that gets attached to that email when triggered within a workflow.
This plugin will help you save time by automating the redundant task of Saving PDFs and then attaching them to emails in order to send them to clients. Simply create a Workflow and choose Email Template & PDF Template that would be added as a Dynamic Attachment to the Email.
When your workflow conditions trigger you can send emails with a templated PDF as an attachment. The data in your template will be substituted based on that data in the record.
Define PDF Actions
Define PDF Actions to make smarter workflows by automating the sending of PDF attachments to your customers.
To learn more about this solution go to Workflow Emails with PDF Attachments or search for "attachments".
Workflow Emails with PDFTemplates Attachment
Workflow Email action with Dynamic PDF Template Attachment
Opportunity Line Item
Line Items in your Opportunity are used to record the products and/or services that your prospective customer may be interested in buying. You can add as many more as needed and you can modify the values and quantities as you learn more about the Opportunity.
Never miss scheduling an appointment or seizing a new business opportunity when you connect Calendly with SuiteCRM for real-time calendar syncing. Sync your event invitation into SuiteCRM as a meeting and save your invitee as a contact record, plus many more useful features.
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