As the topic states, it would be great if we could simply attach our generated documents to an e-mail with a quick message OR remove everything except for the custom message and the link.
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Full explanation:
We use a form to gather a sales request from customers (perfect, no notes).
Then we use an automation to generate a "quote" on the row (excellent).
Following that the customer recieves a workflow automation asking for them to review and approve the quote (flawless).
After being "approved" ("declined" don't apply to this request) we generate a document for our procurement team to review and enter into our ERP system (this is where the request comes in).
When the document goes to our sales team the e-mail is, frankly, not appealing to the eye and requires the CSR to open a link to download the file, but that link is obfuscated by the body of the email.
So, if we could write a simple message such as, "please review the attachment and place the order in the ERP system" and the attachment included in the e-mail, or all of the other... stuff... removed from the e-mail body that would be amazing.
Picture of the current e-mail and I circled the sections that I believe could be kept to simplify how it looks.