#4502 - Functionality to Send via Lead
Hey Team, How can we achieve the functionality to send documents from the Leads Module?
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"RTPandadoc works great! Improved our workflow and saves our team lots of time. Rolustech guys are great to work with also. Thanks!" - wfuller
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a year ago
Hi Shoaib,
Thanks for sharing your query with us.
The current release that we have does not offer this functionality. However, we are in the process of developing our new release which will enable you to send documents through custom modules.
We will notify you over email as soon as the new version of RT PandaDoc is released.
Feel free to let us know if you have any questions.
Regards,
Team RT Dynamic.
a year ago
Hi Shoaib,
Thank you for your patience.
We just wanted to let you know that PandaDoc templates can now be sent via Leads module. The updated package is available on Suite Store now.
You can download the updated package and start using this functionality.
Let us know if there is anything else that we can help you with.
Regards,
Team RT Dynamic.