We generate our PDF proposals outside of Acumatica. We are looking to send a reminder email with either an attached PDF or link to a web hosted PDF via Acumatica’s business events. We know how to perform all of the automation but because the PDF is not generated by Acumatica we can’t seem to figure out how to tell Acumatica to attach it. The other option we’ve looked as is using a weblink however that (from what I understand) cannot be automated.
Enter your E-mail address. We'll send you an e-mail with instructions to reset your password.