Generate Documents: Is it possible to generate an Outlook Email?
I'd like to generate a document that I can send as an email. I love the generate document feature. However, I think my only option is to generate a PDF and attach it to an email. I want to send the generated document as the email and avoid a "see attachment" situation where customers have to click through to get info I want them see.
I know there is the generate document with docu-sign feature, but in my situation I don't need signature. I just need customers to see the info when they open the email. Thanks!