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on ‎04-22-2013 09:00 AM

What needs to go to email? All fields? Do you want a template?

by Skilled Commentator lisaknaggs
on ‎04-22-2013 10:04 AM

Possibly, what are you offering? Create Quote function goes to Word currently.  Would like option for it  to go to email directly so it auto populates contact email address and adds Quote info, and is attached to contact email without having to use print or use word..   Capable of modifying Opps word/excel template and saving output to "print" and emailing separately but that is time wasting.  What is needed is Create Quote to Email button where the output is determined initially perhaps by the fields in the Create Quote template but ultimately by Opp/Contact field settings security "allow to email".  As an opp can have more info added to it than is necessary for quoting purposes perhaps this post title should read "Create Quote from Opportunity Straight to Email" instead.  Option to have output direct as body of email and/or as pdf attachement.

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