Email to client from SuiteCRM

💬 General Discussion
1

It is possible to send email with quote PDF attached to it to the clients using SuiteCRM email easily.

If yes, how can we achieve it? :thinking: :melting_face:

2

Hey
This functionality is built-in the crm quotes module (if I am understanding it correctly)

create pdf template for quotes
Go to the quote detailview in the actions drop-down you get 3 buttons

  1. Print as pdf / download pdf
  2. send email ( this one uses the html of quote pdf as the body of the email)
  3. Send as pdf ( this creates a pdf of the quote using the template and adds it to email as an attachment)
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