Generate a Quote as PDF and send Email to customer

Now there is an OOB feature introduced to generate a quote as PDF and send it to customer with a single button click. I remember the days that I spent so much time to develop this functionality but now, it’s a OOB feature with a single click. You have to enable this feature under “Sales Hub” App settings.

After enabling this feature, you can see a new button “Email as PDF” on Quote form to perform this action.

As of now it is available in 2 templates. Once you click on any of the button, Email will open with pre filled data and quote (PDF) as an attachment.

Hope this feature will be enabled on other entities also in future.

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