Hi, I have created a workflow to send out an email when the Quote status is confirmed when save, but I can’t seems to be able to add the related quotes template along with the email, I have done some research in the forum and found that someone has done it successfully by logic hook, I have no idea about the coding part , can some one give me a guidance how can I do this? Thanks so much.
Just a guess - have you tried to create the Quote PDF template as an email template instead?
Really not sure if it will work but might be worth a go