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Add Excel File into Document Designer Output — Cloud Customer Connect
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Add Excel File into Document Designer Output

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Summary: We would like to allow a user to attach an excel file to the quote and have this pulled into the quote output. We can create the attribute to attach the excel file, but the Document Designer requires documents that are attached to be in a PDF. When you link the Excel file- it just prints blank. Has anyone else encountered such an issue and found any kind of work around? We are trying to prevent the users from doing extra steps to convert the document to a PDF.


Content (required): Excel Attribute and Document Designer


Version (include the version you are using, if applicable):

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