Estimates & Invoices - Fix Attachment Bugs
O
Oliver Cordingley
Attachments work pretty badly in the Invoices & Estimates, to be honest.
Sometimes if you attach one, it removes the file extension in the email, causing it to:
- Not be downloadable / viewable
- Blocked by some email clients
Additionally, there is no way of viewing or downloading the attachments from the Estimate/Invoice window. Meaning that if you're only sending the Estimate / Invoice URL (or sending via SMS) there is no way of sharing the attachments too.
Additionally, by default we should be able to attach a PDF version of the estimate/invoice to the email notification that is sent. This would allow clients to BCC their accounting software or ERP to the email in if the integration doesn't already exist with GHL, as well as for simplicity for customers. This should also be doable through workflows.
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C
Clifford Paulick
I'm commenting here because the attachments NEED to appear ONLY within the online invoice webpage, not as an email attachment and not as SMS/MMS attachment - because I might want to add/remove attachments from the invoice after sending (e.g., updating the business card printing proof)
Right now, the invoice's attachments are only added as an attachment to the emailed invoice (forever in their inbox and takes up inbox storage space), not available within texted invoices and not available to view when at the invoice's webpage link.