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Auto Email Quote & Auto create Opportunity from Quote

Steve Silliker

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?

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    Just checking in to see if there are any new ways anyone has found for sending a quote? Emailing the pdf file in sugarcrm is clunky and requires too many extra steps. Further, the pdf is locked and can not be digitally signed and returned. Also, in a perfect world, we would be looking for an affordable solution as paying $3K a year for our estimators to send quotes via Pandadoc or Docusign is not quite feasible. There has to be a better way.

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    Just checking in to see if there are any new ways anyone has found for sending a quote? Emailing the pdf file in sugarcrm is clunky and requires too many extra steps. Further, the pdf is locked and can not be digitally signed and returned. Also, in a perfect world, we would be looking for an affordable solution as paying $3K a year for our estimators to send quotes via Pandadoc or Docusign is not quite feasible. There has to be a better way.

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