Ability to add attachments to email templates
Whenever we email out an estimate, we would love to be able to send some attachments with it about our company, etc. Currently, we are not allowed to add an attachment when clicking "email estimate". We also have an automation that sends an email, but there is no option to add an attachment to email templates.
Kam Gondek
shared this idea
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Leighton Ross commented
Definitely agree. We have custom drawings that we typically send out with our Estimates & Work Orders that we would like to be able to attach using the built-in "email estimate" and "email work order" features. Don't really understand why additional attachments are unavailable here in the first place? I would think it should come standard with being able to edit an email...
Our workaround for emailing Estimates is simple, we created our own Email Template with an identifiable name. Our team just has to manually locate & attach the Estimates and Drawings.
With Work Orders, there doesn't seem to be a way around using the "Email Work Order" feature within the system if I want to send Work Orders to Subcontractors. I have tried sending a custom email from either the Subcontractors profile, or the Job Profile, but neither have worked. From the Subs profile, I cannot locate Job documents. From the Job Profile, I cannot access the assigned Subs email address UNLESS I use the "Email Work Order" feature.
We could send the drawing separately, but feel that this would just lead to a BUNCH of confusion in the long run.
This could be fixed by allowing additional attachments to be added to the email template, or being able to insert document attachments to the end of the Estimate or Work Order itself. Whichever would be easier.
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Caleb Hennon
commented
I agree. We would like to add attachments to our email templates for various reasons.
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John DeLaGarza commented
This should really be a feature. We need this functionality.