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In most sales automation scenarios, users ask for the ability to send a quote, order, invoice etc, in a PDF format as an attachement to an email to their customers.

Currently, the only supported way to do this is the following:
- Run the corresponding report
- Export the report as PDF and save the file
- Create a new Email
- Save the Email and attach the PDF file
- Send the Email

It would be great to be able via supported SDK methods to be able to generate that Email with the attached PDF with the click of a button in the Command Bar.

Category:
STATUS DETAILS
New