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.
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.
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.
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.