Name of Feature/Request: Ability to attach PDF directly to Sales Order email like how you can for Invoices
What financial, time savings, or quality of life improvements will occur from this: Be able to more efficiently download PDF for Estimates. | Frequency: Weekly | Browser blockers that companies have for security can get in the way due to having to download first instead of a PDF attachment already being in the email like Invoices has it now.
Attempted Solutions So Far: Downloaded from public link currently.
Digging deep - Any additional Why behind this request / How was this accomplished before Striven in what system or software: Original Description: – Task generated via email having the following recipients: strivensupport@task.striven.com
Chat on amarilloindustrialrepairllc.striven.com
Conversation started on Monday, August 18, 2025, at 20:38 (GMT+0) [20:39] Luis Jr Villalobos: HELLO [20:39] Gabrielle has joined the conversation [20:39] Luis Jr Villalobos: QUICK QUESTION [20:39] Gabrielle: Good afternoon Luis! [20:40] Luis Jr Villalobos: I KNNOW WHEN I SEND INVOICES THE RECIPIANT RECIVES A PDF- BUT WHEN I SEND ESTIMATES THEY HAVE TO CLICK THE LINK. NOT EVERYONE LIKES IT. IS THERE ANY WAY ITY CAN SEND A PDF ATTACHED NO MATTER IF INVPIOCE OR ESTIMATE / DEL TICKET [20:40] Gabrielle: Just a moment please as I review your request. [20:45] Gabrielle: So some people don’t like how they have to click a link to then download as a PDF for Estimates? [20:47] Gabrielle: At this time there is no additional setting to have it behave the save as Invoices to have a PDF already attached in the email. We are having a Sales Order Revamp coming next year however and I can include this request in our project so our Development and Design team can consider it when they are redesigning this part of the system. [20:52] Luis Jr Villalobos: EXACTLY [20:52] Luis Jr Villalobos: I TOTALLY UNDERSTAND [20:54] Gabrielle: I’ll be sure to submit that request for you, Luis. Is there anything else I can assist you with today? No tawk.to live chat account ? Create one for free here! | Previously accomplished: Downloaded from link currently
StrivenID: 5633446