How to attach PDF Template to Email Template

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1

Hello,

I’m a novice with SuiteCRM and I’m currently facing this difficulty. I’ve created PDF Templates but I don’t seem to be able to figure out how to email them to my leads/contacts. Upon trying to attach them to my Email Template, I can only see documents uploaded and not the PDF Template.

Please help,
Thanks.

2

Hi, welcome!

You should be looking at Email Templates, not PDF Templates. These are two different modules (though with many similarities).

See https://docs.suitecrm.com/user/core-modules/emailtemplates/

3

Thanks for the quick reply. I have created Email Templates, and to this Email Template, I wish to attach a PDF Template I had equally earlier created. When I take Document, I can’t find the created PDF Templates, just documents I uploaded to the CRM.

4

Ah, ok.

You would have to actually create the specific documents with “Generate letter” from within each Contact, and then add the attachment manually.

So basically - this is a missing feature. I actually started doing an add-on for this purpose once, but never had time to finish it. It’s not complicated, but involves a bit of custom code.

5

Thanks much @pgr. Got so caught up with work I didn’t follow up with my issue. Please could you point me in direction to creating said add-on ? Also I will try out Generate Letter and see if it’s a suitable option.

Thanks a lot.

6

I’ve took this up here more widely and i’m trying to forward everyone to the same thread - https://suitecrm.com/suitecrm/forum/suitecrm-7-0-discussion/8386-email-pdf-using-logic-hook?start=15#88923 for comment and contribution.