Ability to Include Attachments in Automation Emails
It would be nice when status is changed to "Paid and Complete" an automated email sends out of my warranty paperwork and all viable, my selection, documents needed for customer
Jeff Matchen
shared this idea
You can now have attachments to automated emails
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Darcia Haley commented
I think being able to attach a document to an automate email would be a great idea for an updated feature.
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Jim Tucker
commented
Totally agree! This really limits what you can do with financial attachments, email templates, and automation. If we could create an automation that does this:
If estimate (contract) gets signed, then convert estimate to invoice, and send invoice to customer, and change status from Pending Signature to Waiting for Down Payment. -
Jennifer Cole
commented
It would be really convenient if there was a way to automatically attach certain documents when creating an email template.
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Eagle Fence Corp
commented
As well as being able to attach the most recent invoice from that customer would be great.
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Eagle Fence Corp
commented
It would be great if you could have the latest invoice for a customer attached to an email template that will automatically go to the customer once their status has been changed to "job complete".