Replies posted by jlambert91

2 Replies

thaiannelourenco
thaiannelourencoKnown Participant

Customized PDF TemplateSubmitted

Agreed, or just give us the ability to simply copy and paste from an existing word document into a PDF template that’s being created so that way it cuts out the middleman. The formatting controls on the PDF are quite lacking but I’m assuming that’s probably an easy fix.

1
jlambert91
2 years ago
Nithael Sampaio
Nithael SampaioParticipating Frequently

Automatically generate PDF and attach to email templateSubmitted

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.

12
marcosmelo
1 year ago

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