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
MGBC
06/28/2023, 9:22 PM
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