Attach quote as a PDF, when quote is sent
Please add an option to attach a PDF copy of the quote to the email PandaDoc sends recipients. Currently the email only links to the dynamic quote. Many customers prefer a PDF they can save, forward. Ideally a toggle at the template/workspace level.
Not just attachment on completion.
6
votes
Mat Group
shared this idea
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Robert Tankey
commented
Particularly for customers whose firewall will not allow them to open the link
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[not provided]
commented
If it's feasible then let's do it!
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Janita Miller
commented
Having the quote attached to the email our customers receive would be a great benefit.