Hello everyone. Is it possible to pull in transact...
# general
b
Hello everyone. Is it possible to pull in transaction lines as merge fields into a Transaction Email Template? We're looking at using an email template for a Quote/Estimate, instead of an Advanced PDF/HTML form. Thanks!
m
When sending the email there is a selection to "Send in Body" instead of an attachment This will send the transaction data (Header and lines) within the body of the email instead of as a PDF attachment
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b
Ah, thanks!