We need to send an auto-generated email to a customer when an opportunity is closed, with three documents attached. Can we send the attachments through the workflow in the email?
Yes mam, you can. Add the attachments in the template and select the respective template in your workflow.
Let me know if you have any further queries.
Ma’am, the requirement is such that if I won an opportunity, an auto-mail should be sent to the customer through the workflow, which should automatically fetch the PDFs of the invoice, LR bill, and E-way bill from the opportunity.
The question raised is whether the scanned PDF documents stored in the opportunity will be sent through the template, and if so, how will they be transmitted?
Mam, this is currently not possible. However, I have shared the requirement with the team for further review. Thank you for your query and patience.