Regarding quotes attachment

aliennav

Can quotes can be send as an attachment to some customer?
If yes what are the possible measures?

matttrax

We used to email quotes and orders like this:

We'd have a separate, identical report to the one we wanted to email.
Setup printer selection to go to a pdf writer for this identical report. This gives them the option of printing the original report or emailing the identical one.

Once the pdf was saved (as a hard coded file name, or at least something that you can find on the hard drive) we just used the mail codeunit to send it as an attachment.

On the quote form there was an option for email or print.

Hope that helps.

aliennav

matttrax wrote:

We used to email quotes and orders like this:

We'd have a separate, identical report to the one we wanted to email.
Setup printer selection to go to a pdf writer for this identical report. This gives them the option of printing the original report or emailing the identical one.

Once the pdf was saved (as a hard coded file name, or at least something that you can find on the hard drive) we just used the mail codeunit to send it as an attachment.

On the quote form there was an option for email or print.

Hope that helps.

Thanx