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QuoteWerks Knowledgebase Topic (Article ID 6344)
GoldMine - Can QuoteWerks create a PDF attachment as a link in GoldMine?This information applies to : |
Article ID 6344 Created/Updated June 13, 2023 Category GoldMine
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Can QuoteWerks create a PDF attachment as a link in GoldMine? Solution: QuoteWerks has a built-in PDF generating feature. There are FIVE ways for a PDF to get attached to a CRM's opp or customer contact: 1 - When emailing a quote to your customer as a PDF file from QuoteWerks, the PDF file will automatically be attached. 2 - When uploading a quote to QuoteValet and Emailing the customer the notification from QuoteWerks, the PDF file of the quote will also automatically be attached. 3 - You can manually attach a file to your CRM on the Print Preview window and also from the Print window 'Save as PDF' option. This makes the PDF version of the quote viewable by any colleagues that have access to the CRM record without having to have QuoteWerks installed. 4 - You can also manually attach by right-clicking a file on the Links tab of the Quote and selecting Attach to CRM. 5 - You can also attach when creating/updating an opportunity from the Files tab. This feature is turned on by default and can be controlled with the setting “Automatically attach PDF sent to the customer by E-Mail or QuoteValet to the CRM Account or Opportunity" located on the Print tab of the Tools->Options menu. When using this feature, you need to attach the quote to an opportunity first. Once the quote is associated with the CRM opportunity, QuoteWerks knows to automatically attach the PDF to the CRM Opportunity. |
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