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

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  • Hi Seth,

    At this time we don't have the option of a custom field where you can add an attachment, however, you are in the right place.

    You can post your feature request to our Ideas & Suggestions page, which is monitored by our Product and Engineering teams. Your fellow Insightly users can vote and comment on the idea, too. In general, the more activity a request receives, the more likely it is to be considered for implementation.

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