• Resolved valbrunpro

    (@valbrunpro)


    The attachment is pdf are not showing with quotes emails as they should. I have made several attempts of sending emails from CRM including pdf attachment and none have included the pdf. I made sure pdf is uploaded against the customer quotes but still not showing. Only shows quote template. How do i fix this please?

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  • Jay

    (@bluejay77)

    Hi @valbrunpro,

    Since you have been getting our support via ticket, we will continue our conversation there.

    For those having a similar issue and stumbling on this forum thread: when I tested, I created a test quote and assigned a test contact, and saw that the quote template is not applying. PDF was attached to the email, but it was missing the quote template, so it was very hard to notice that the PDF was attached, like this:

    Screenshot Link: https://d.pr/i/EELfOH

    I have forwarded this information to our developers to see if this is a widespread issue.

    Thanks!

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