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.
Highlevel Overview
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.
Templated Attachments
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".
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Custom Filter
The Custom Filter add-on for SuiteCRM allows you to filter and search for desired records from the total list of records, plus save and display the Custom Filter search separately in the module. Create complex filters to find specific records to assign to different sales reps and much more.
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MultiEntryTextField
NEW multiple text line entry field for all modules, comparable to the current Email field. Available as a formatted list field in PDF templates using both drop down value AND text values or just the the text value. BONUS mass update for ALL text fields included. If you require customisation, don&#...
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