"One Click" Attach PDF Copy Of Sales Order To Task

Name of Feature/Request: “One Click” Attach PDF Copy Of Sales Order To Task

What financial, time savings, or quality of life improvements will occur from this: Frequency: 10-20+ Daily!!

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: Previously accomplished: We download the PDF then attach to orders. I’m sure Service Titan and other field service software have a simpler way built in.

StrivenID: 2375574