Have the ability to have a sales order as an attachment in the email that is sent rather than having to click into the Portal to view the sales order.

StrivenAdmin · February 3, 2026, 12:25pm

Name of Feature/Request: Have the ability to have a sales order as an attachment in the email that is sent rather than having to click into the Portal to view the sales order.

What financial, time savings, or quality of life improvements will occur from this: Have the ability to have a sales order as an attachment in the email that is sent rather than having to click into the Portal to view the sales order.Added by System as Task Type was changedAdditional InfoResult: Standard Support Question

Attempted Solutions So Far: None Listed

Digging deep - Any additional Why behind this request / How was this accomplished before Striven in what system or software: None

StrivenID: 2995966

Topic	Replies	Views
FF Request- Ability to select which attachments on SO will be emailed to client Sales Orders	0	February 3, 2026
Attach Purchase Orders as attachment on email when saved Purchase Orders	0	February 3, 2026
Option to Mark Attachment on a Sales Order as Viewable on the Portal Sales Orders	0	February 3, 2026
Add Reference Material as an Attachment to the Sales Order PDF similar to Attachments. Sales Orders	1	February 3, 2026
Ability to attach PDF directly to Sales Order email like how you can for Invoices Sales Orders	3	February 3, 2026

Have the ability to have a sales order as an attachment in the email that is sent rather than having to click into the Portal to view the sales order.

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