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Dynamics 365 Community / Forums / Small and medium business | Business Central, N... / Automatically send &qu...
Small and medium business | Business Central, N...
Suggested Answer

Automatically send "item attachments" in sales quote email

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Posted on by HeatSave 19

Hi,

My co-workers have asked me to figure out if there is a way for Business Central to automatically attach the "item attachments" to an email when sending out a sales quote.

How my co-workers want it to work

Item "A" has a datasheet as a PDF attached to the item card. This datasheet should automatically be attached to the sales quote when this item is added to the sales quote. This way, the customer will get an email with the sales quote AND the datasheet for the file.

The same should happen if items "B", "C" etc. have datasheets on their item cards.

Do any of you know if this is possible or if there is an app on AppSource that can enable this feature?

I have the same question (0)
  • Suggested answer
    Nitin Verma Profile Picture
    Nitin Verma 21,812 Moderator on at

    Hi,

    yes, its possible, for that you have to consult with your developer to achieve the same, but keep in mind that its going to be consume more spaces as you will save pdf for each item, consider that you have multiple sales quotes.

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