Author avatar for jason

Pick, Edit, and Send PDFs with Quick2Email

Posted by on January 19, 2017

The latest release of Quick2Email adds some great new features to make SuiteCRM that much more effective to use.

  • Added ability to pick, edit and merge PDF Template and Email Template
  • Send from the Account/Contact/Lead detail view
  • Account email address merging now supported (not just related contacts)

Here is the new and improved sending process showcasing the ability to edit and attach a PDF on the fly.

Editing and Emailing PDFs on the Fly

Learn more about Quick2Email and how it makes emailing within SuiteCRM easier.

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