Check out Oracle NetSuite upcoming events and conferences here
Now is the time to ask your NetSuite-savvy friends and colleagues to join the NetSuite Support Community! Refer now! Click here to watch and learn more!
We’re ringing the bell so you know what that means… LAST CALL! This is your last week to register for #SuiteWorld at our early bird special rate and save $300. Join us for our biggest event of the year and learn more about how your business can get the most out of our system. https://lnkd.in/enaAr8p8
Release 2022.2 is Coming! – Get Ready with your Release Preview Account
Attention: Customers with NetSuite Electronic Bank Payment (EBP) SuiteApp, version 2020.2 QA (ID 315896) must UPDATE (do NOT uninstall) their bundle to the Production version 2022.1 (ID 416781) by December 31, 2022. Note: If users fail to manually update the Electronic Bank Payments SuiteApp within the given time window, this version of the SuiteApp (ID: 315896) will be deprecated and the account will not be updated to Leading version (2022.1) of the Electronic Bank Payments SuiteApp. Please refer to the campaign email sent to impacted customers for more information.

AE: Attach a Quote to an email from an Opportunity

edited Jan 31, 2022 9:42AM in Ask A Guru 7 comments

Hi again,

I have a workflow throwing emails out from the opportunity record. On one of these emails I want to attach the most recent quote/estimate.

To pull in the name, date and value of the latest quote on to the email I have pulled those details through to custom fields on the opportunity record and this works fine. I cant figure out a way though that I will be able to to attach the PDF version of the quote.

Is this possible.

I imagine if I move all this customisation over to the quote I can probably do it if the emails fire directly from the quote but that s a big piece of work since the emails are part of a bigger customisation.

Howdy, Stranger!

Log In

To view full details, sign in.


Don't have an account? Click here to get started!


This Week's Leaders

Leaders not available

This Month's Leaders

All Time Leaders