Attaching Opportunity-Specific documents to auto-generated emails
Our team appreciates the ability to upload standardized documentation to auto-generated emails. However, most of our sales/engineering interaction involves sending emails with documents that vary from job to job. Would it be possible to add a custom field type that would enable attaching a document (which we would then include in a workflow process?) It was suggested that we attach links in custom fields to outside file storage, but this defeats the purpose of consolidating everything into a CRM.
Seth Rodden - KraussMaffei