Auto Email Quote & Auto create Opportunity from Quote

I'm looking for a way to create a process definition that says: When a Quote record's status is 'send to customer', the quote pdf gets automatically emailed to the customer AND a new opportunity is created from the quote.

Anyone ever try to do this?

Parents

0 Patrick McQueen over 6 years ago

Hi Steve Silliker,
Attachments cannot be added to Process Alerts at this time. SugarCRM has this documented as an Enhancement Request.
Additional functionality that would be needed would be to dynamically generate the PDF at the time the process runs, then dynamically attach that PDF to the template/alert that is sent. This functionality is also not available in Sugar at this time.
This could make for an awesome idea.
I hope this helps.
Cancel
Vote Up +1 Vote Down

Sign in to reply

Verify Answer

Cancel

Reply

0 Patrick McQueen over 6 years ago

Hi Steve Silliker,
Attachments cannot be added to Process Alerts at this time. SugarCRM has this documented as an Enhancement Request.
Additional functionality that would be needed would be to dynamically generate the PDF at the time the process runs, then dynamically attach that PDF to the template/alert that is sent. This functionality is also not available in Sugar at this time.
This could make for an awesome idea.
I hope this helps.
Cancel
Vote Up +1 Vote Down

Sign in to reply

Verify Answer

Cancel

Children

No Data