Automatically generate PDF and attach to email template

@Nithael Sampaio Thx for the feedback! Are you sending a high volume of PDF templates via email today? What is the major impact in your operation having to do this manually? 

@Nithael Sampaio I requested the same thing. Let me explain my situation:

How the process worked before Pipefy: Project Manager fills out “Labor Request” form (PDF), saves it, emails it to shop superintendent, Shop superintendent prints form and hand delivers it to person who is chosen to fulfill the labor request.

The benefits of bringing this process into Pipefy: PM sometimes has to send dozens of forms for one project, however instead of having to manually fill out each form as before, Pipefy allows the information to be captured naturally as the project progresses and all of the data captured is automatically inserted into forms using the email templates.

PMs no longer have to save and organize all of their project forms. Forms are all maintained within Pipe. (I am interested in being able to back up pipefy data locally)

Downsides: 

1. Submitted emails are lacking from a visual standpoint. Just looks like a table/spreadsheet.
2. Email platforms like Outlook print all emails “memo” style with sender and recipient info at top which cause one page forms to print on 2 pages.
3. Emails are pipefy branded

Any update on this idea? I’d love to see this become a reality. We’re working on implementing a new process in Pipefy and being able to automate the creation of PDFs so that they can be automatically generated and included in an email template or other automation would be very useful and save us lots of time!

Any news regarding this idea?

I´m in the same situation as the colleague above.

Agreed, this is the core of automation. When the PDF is created by an automation processes should also have access to all of the integrated apps for that specific pipe. I’m sure others can benefit from not only sending it through email but attaching it to a slack message or any other number of things.

This would be extremely helpful.  I’m interested in this capability in terms of automatically emailing a vendor an attached PDF purchase order.  

I think I currently have a small workaround by generating a PDF in a phase, downloading the PDF, attaching the PDF in the same phase, and then have an automation email the attachment in the body of the email.  However, the attachment in the email is a long and clunky URL.  

If you spend a lot of time checking text work, then I can advise you on the tool that I use in such situations. The tool will help you to find various grammatical errors, errors related to punctuation marks, incorrect use of words and structures. With the help of special algorithms, it will quickly detect them and you can correct them!
https://www.commasplicechecker.com/run-on-checker/

Hi all! Anyone who has ever tried to independently check their text for grammatical errors knows what a difficult and time-consuming process it is. In order not to waste time on this anymore and to be sure of the correctness of your lines - entrust this task to our online tool. Our tool will do a full check of your text for all kinds of grammatical errors in a matter of seconds.
https://www.sentencefixer.com/english-sentence-corrector/

Two and a half years from the request. Do you have a ny update on this issue?

Also interested in this. Should be a relatively easy add. All the heavy lifting is already done with the general PDF and Email template functionality. 

you can easily do this in https://boloforms.com approvals

This feature would be perfect!