CRM for Outlook - Attach marketing document to email

Answered

Luca Zanni

• April 16, 2020 16:52

Hello everyone. I have a query from a customer of ours asking if the following scenario is feasible in CRM for Outlook:

Sales rep receives an email from a customer for a potential sales and creates the sales quotation directly in Outlook via the CRM. Now he wants to send that quotation to the customer via email without opening B1, just by using CRM for Outlook. Ideally he wants to attach the document he just created to the email

I couldn't find a way to do this. Maybe you have a better solution for this, admittedly, quite frequent and simple scenario?

Thanks in advance

Regards

Luca Zanni

Vote

1

• Official comment

  

  Alvaro Herrero

  • April 17, 2020 06:57

  Hi Luca,

  I suggest you use Print & Delivery

  https://www.boyum-solutions.com/solutions/usability/b1-print-and-delivery/?L=1

   

  Regards,

  Álvaro
• 

  Daria Riello

  • September 09, 2021 08:10

  Hello 

  is this still the case? or is there any improvement?

  It's a shame you can create a quotation from outlook but not able to send it to the customer.

  Thanks

  Daria
• 

  Terese Svinth Lorentzen

  • June 15, 2022 11:24

  Hi,

  Is there any solution for this? The link to Print & Delivery doesn't work.

  Is it possible to send a quotation directly from outlook or not?

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