Combine documents into single doc sent to client
Good morning,
Currently for our quoting process, we have it setup to build the quote in the CRM, then use the Send for Zoho sign button in the CRM to send out the quote as well as a signing page with ancillary fees.
The issue is we'd like to have the Quote PDF and the signing/ancillary PDF sent to the client as a single file in the follow-up email as opposed to two separate documents. Is this possible? I have attempted it using Mail Merge, however that was going to be too intensive for our sales team to use.
Thanks,
Mike
Topic Participants
Mike Van Veen
Shravan Athre M
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