Signed Estimate/Proposal PDF custom value
G
Golden Concrete Resurfacing
When a customer signs an estimate, the default email sent back to them has a version of the estimate with their own signature in it. It would be nice to have that document as a custom value so you could us it in your own email template
Log In
S
Sales & Marketing
Merged in a post:
Add PDF attachment of Signed Contract as Value in Email Template
C
Clare Lewis
Currently, the default Contract Signed email includes a copy of the signed contract as a PDF but this is not an option if you use a custom email template. The document URL is the only option. Our users would like to be able to include a PDF attachment with the custom email template.
A
Andrew Croot
We are using the custom email template for when a document is signed and it is attaching the PDF.