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Hi,
I want to send Invoice and contract to the customer associated with an opportunity through a workflow. while selecting the email template for the workflow how do I select the contract and Invoice for that particular invoice I have the template of that Invoice in my CRM. How do I dynamically populate the template and is there any way I can create a PDF of invoice and contract in CRM?
Thanks in advance for your response.
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Hi Rajeev,
Here is sample for auto-populating a template from a workflow.
Not certain about a pdf but likely would involve 3rd party library and a custom workflow activity.
Good luck.
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