Name of Feature/Request: Add Reference Material to PDF Similar to Attachments
What financial, time savings, or quality of life improvements will occur from this: To be able to have Reference Materials attached to a Quote Format | Frequency: Every time sales orders are created that need cut sheets attached for specific item that are added to sales order. | Automatically we include cut sheets in Striven Quotes. We have 100 part numbers. Some party numbers are tied to the same data sheet. In general there would be 5-6 PDF’s that need to be attached to Striven quotes. We are trying to automate this.
Attempted Solutions So Far: Using Reference Materials but customers receive an email copy of the sales order and customers do not have access to the portal
Digging deep - Any additional Why behind this request / How was this accomplished before Striven in what system or software: Original Description: Automatically we include cut sheets in Striven Quotes. We have 100 part numbers. Some party numbers are tied to the same data sheet. In general there would be 5-6 PDF’s that need to be attached to Striven quotes. We are trying to automate this. | Previously accomplished: Currently we have to manually add cut sheets as attachments when sales order are emailed to the customer.
StrivenID: 4873979