Attach a "Company Document" onto a document template
ok guys, are you ready for the next big thing? Another billion dollar idea? So the document feature is almost perfect, but we need to have access to attaching a "Company Document" to a "document" we create from a template. I created some cool PDF's from illustrator to bolster up the template look, you know, eye candy for the clients, but in order to hook the pdf to the newly created document, the pdf must first be downloaded from the "company documents" to my computer, then uploaded to the individual contact, then create document, then connect. I propose having the ability to pointing to the PDF that's in the company documents so when the template is generated it will automatically grab the doc and merge. Or, if that's too difficult, you can add another button as you guys did in the email attachments to grab a company doc from and attach it manually to the template that way? check out the example uploaded.
Joshua Munoz
shared this idea
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Krista Adams commented
Love this idea! We would totally use this feature.