Zoho Sign Generate PDF and Attach to Deal
I am trying to find a way to automatically generate the Sales Order PDF and have it attach to our Deal as an attachment.
I am not sure if this is possible with using deluge. Are current process is in the deal we have a button that creates the sales order (using deluge). then we download the sales order as a PDF then have to add it back to the deal as an attachment. Once the attachment is there then we can use Zoho Sign to send on the sales order.
any suggestions and/or ideas would be great.
Thanks