Posted - 04/09/2018 : 10:30:44
I already offered them that solution. I don't think they are going to be happy if they have to do it that way. They already feel that creating custom orders takes way too long.
The way they do it now, they build the invoice and just copy and paste it into an email, and send it off. The way you are suggesting, they will need to save (or print to) a PDF, name it, save it somewhere, open the email, click to add an attachment, locate where they just saved the PDF and then send it. More steps...not to mention, I know they are going to say that many of their clients are not going to understand how to open a PDF file. This is going to cause headaches for them.
Is there any one out there who could set up the invoice page in a way that it could be copied and pasted into an email?
|