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How do I Send Email with PDF attached in the Contracts App?
Updated on October 12, 2021 06:46AM by Admin
This feature in the Contracts App lets you send emails to your customers associated with that contract, having the respective contract PDF attached to it.
Note: For the contract PDF to get attached, first ensure that the Contract Template is created and selected from the drop-down on the Overview page.
Steps to Send Email with PDF Attachment
- Go to the Contracts App.
- Create a new contract or select an existing contract.
- Click on the “Send” button present on the Overview page of the Contract.
- Now the Compose page will be opened with the customer’s email id auto-populated in the “To” field.
- You can also find the contract PDF file attached at the bottom.
- Click on “Send” to send the email with the PDF to your customer.
- Thus, the contract PDF can be sent to your customers.
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