I am new here - I hope someone can help me with this question:
I have created custom email and saved it as a template and I can send it from a specific entry by clicking an action button.
When I click the attach this record as PDF in the template options it attaches the entry as pdf and not the custome email as pdf.
Is there an option to also send the custom email as an attached PDF?
The goal is to “freeze” the custom email in order the be able to know what was the original content sent by custom email.
My purchase orders are a bit complex and include detailed info about the products and additional terms and conditions etc.
When I send them to my supplier by email I am actually creating like an on-the-fly mini contract for each purchase order - but it is an email.
I would like to be able to automatically generate a PDF file from the dynamic email I created with the email template. This will allow me to save the copy of the mini contract in pdf (like freeze it).
The new feature similar to mail merge is now live! It’s called Custom Print Reports. To access it, go to the form page under any sheet, and select Tools > Export > Custom Print Reports.
Custom Print Reports supports some long-waited export options, such as PDF export and Word files with subtable outputs.
The setup for Custom Print Reports is similar to the mail merge function. You can design the report template for export with parameter settings and custom layouts. However, we are using a new thirdparty tool, so the parameter syntax is slightly different from that used in mail merge. So we’ve enhanced the user interface for easier customization, as shown in the blue box below:
Note: Subtables now require two lines of parameters.
The user guide is in the work. We are also planning to expand the export capabilities of Custom Print Reports. For now, feel free to try out the new feature directly and share any feedback with us. Thank you.
The Custom Print Report is a very useful tool, and I would suggest to be able to use the (“Custom Print Report”) in the Custom emails, it will be grateful step for Ragic users to design the PDF that is desired to be sent through custom emails that would save us from doing several pages just to design the PDF we need to be included in the custom emails! This is would be really appreciated if we can use the custom print report very soon in the Custom emails attachment! looking forward to hear soon from Ragic support!
We have forwarded this feature request to our developers and have added you to the notification list. We will reply to this post when we have more details.
Thanks for your response, we hope to obtain this function of linking the custom PDF file into the custom emails which we can choose to send a PDF file that is pre-customized from the same data entry into the custom emails that we’re creating in RAGIC, this is will be super useful future that we’ve been awaiting for since a very long time! we would really appreciate adding this future into the priority of the projects!
