Best Way To Send An 'Opportunity' Record As A .pdf Via Email?
Greetings From Atlanta, Georgia USA,
We have created a new layout in Opportunities for a client so that after the record has hit 'Closed Won' - they use the new layout to track certain data for the installation of the order.
They now would like a 'button' so they can click on the Opportunity and have a .pdf of the data emailed to the person in the field.
We have created a new layout in Opportunities for a client so that after the record has hit 'Closed Won' - they use the new layout to track certain data for the installation of the order.
They now would like a 'button' so they can click on the Opportunity and have a .pdf of the data emailed to the person in the field.
Is this possible and if so, does anyone have a link or wisdom to share?
Many thanks!
Many thanks!
Bobby D
Topic Participants
Bobby Darnell
Abhishek - Zoho Partner
Ashwinth Shekar
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