Automatically Attach PDF
Pending
Our contract emails send out automatically via an automation, how do I add a pdf attachment of the contract to this auto email? I would like to do this for customer made quotes as well.
Thanks
The same question
You can use this template variable in the email
*contract_url_pdf_dl*
You can use this template variable in the email
*contract_url_pdf_dl*
This just shows up as another link but brings you to adobe instead of the contract page on our website. Is that how this template variable is supposed to work?
Looking for a way for the contract to be sent as an attachment automatically without a link to click through.
This just shows up as another link but brings you to adobe instead of the contract page on our website. Is that how this template variable is supposed to work?
Looking for a way for the contract to be sent as an attachment automatically without a link to click through.
There is no way to do the attachment automatically.
There is no way to do the attachment automatically.
IO Support Team,
Corey L shared an idea about a year ago asking for a setting in the email center for the ability to set an email template to always attach. This is a great idea and would give us a more professional way to present a contract/quote. Also some customers, especially large corporations, cannot open our links due to firewalls and they are regularly asking us to to resend the contracts and receipts as pdf's.
Please create a way to attach pdf's automatically.
Thank You
IO Support Team,
Corey L shared an idea about a year ago asking for a setting in the email center for the ability to set an email template to always attach. This is a great idea and would give us a more professional way to present a contract/quote. Also some customers, especially large corporations, cannot open our links due to firewalls and they are regularly asking us to to resend the contracts and receipts as pdf's.
Please create a way to attach pdf's automatically.
Thank You
We have sent this request to our developers and will let you know any updates.
Thank you
We have sent this request to our developers and will let you know any updates.
Thank you
Thanks Brittany
Thanks Brittany
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