Discussions
One email to Customer with multiple quotes attached OR one quote template (of sorts) with mutiple qu
I would like to know if it is possible to send one email to a customer with multiple quotes attached to the email OR have a way of creating a template that would allow you to select multiple quotes for the same customer and it combining them into one PDF and sending to the customer. Our business needs require us to have multiple quotes (for now).
I am currently looking at SuiteAnswer # 43084 and thinking about creating a Suitelet that would ask you what customer in a drop down field, then list out all of their current open quotes in a list view with a check box. Then you select all the quotes you want on the email and generate the PDF on the fly and email then customer. But if there is an easier way, please let me know.