Like many people I use ACT! to generate both email and paper documents from ACT document templates. Some of these documents, such as quotations or invoices I need to email as PDF attachments.
This is where the current functionality is quite clunky. Essentially, you have two options, neither of which are particularly appealing.
1. Create your merged Word document, then from Word, Sent E-Mail as PDF attachment. This does what it says on the tin, but the limitation is that you are now presented with an unaddressed Outlook email complete with PDF attachment. You now have to manually write the body of the email, and critically click the "To" button and manually find an select the ACT! Contact to whom you want the email sent. (Remember, this is the one that's actually currently open in your ACT! database, but you still have to manually find it again). You might also have to remember to manually click the Outlook Add-in tab and then select save Subject, message and attachment. Phew!
2. Create your merged Word document. Create your PDF from the Word document and save it to a folder. Back in ACT! Write > E-mail message from Template and select an email quotation cover letter ( "Thank you for your enquiry, please find our quotation attached" etc). New Outlook message is created from the template. Now manually find and attach your PDF quotation. You might also have to remember to manually click the Outlook Add-in tab and then select save Subject, message and attachment. Phew again!
What I want to be able to do is create a merged PDF document directly from within ACT. I would then like a wizard to ask me which email cover letter template I would like to use, then ACT! merges the email cover letter, attaches the PDF, and, if I've set it as a default, all emails containing attachments are saved into ACT! history with the attachment in the Documents Tab.
I don't want to have to manually pick which ACT record the email will attach to and I don't want to have to remember to reset the history option on the outgoing email (nobody ever remembers!).
To complete the process I would like to be able to add my custom email templates to the Write menu.
It's the little things that make all the difference!