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Add a PDF attachment to each Customer Quote E-Mailed.
Solution ID:12 Type: Solution Updated On: Oct 10, 2022 04:35 PM

Each user has the ability of configuring the emails to include a PDF attachment or not. Click on the CRM button on the top-left and choose “Choose E-Mail Format”.


Make sure to select HTML + PDF Attachment from the available formats.



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Jan 30, 2020 04:48 PM

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Oct 10, 2022 04:35 PM

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