Setting up Files
Once you have downloaded package files, upload then to you CRM instance via Module Loader and install the package. Make sure to Run Quick Repair/Rebuild so that the files are updated in Cache too.
Create a new Workflow with your details and conditions. In the Action section, you will see an option "Send Email with PDF Template Attachment". Choose this option and set Email Template to be used and PDF Template to be attached with Email.
Once the conditions are triggered for the Workflow, it would populate the Email Template along with Generating Dynamic PDF Attachment and send it to target email address(es).
If you do not see options in workflow to Choose PDF Template, you have to create one in the PDF Templates module.
Other add-ons of interest
Analytic Reporting Tool Basic
Dynamic Reports and Interactive Charts.
Powerful tool for SuiteCRM report creation and data analytics. Includes a variety of chart types, detailed, summary and pivot tables. This Reporting Tool is for anyone, no need for technical knowledge or SQL. Comes with over a hundred prebuilt reports.
Workflow Task Engine
Creating individual workflow processes and define detailed automatization tasks for your CRM. Break out of the standard SuiteCRM workflow frame and extend your CRM with your very own, personal BI. No need of hiring external consultants doing your customizations; stop dealing with compatibility probl...