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Send Documents Quickly in On-brand Emails – as Easy as ABC

How to enable the creation of customer documents with one click and sending them out with another? Easy: try out Documill Dynamo’s email generation. It allows you to quickly add an email sending button to the layout of the object in which the document is created.

Just install Documill Dynamo and open a sample template for a document, say, a quotation. Then choose Settings and Email, turn on the Enable email feature and give the message a title.

To see the result and ensure it is completely on brand, click Test and, when the main document appears, click Send on top of it.

Easy as ABC, isn’t it?

By | November 7th, 2017|