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#PDF Attachment0 utenti parlano di questo argomento

 

I have assets and for some assets there might be some periodical testing to keep the asset certified and usable. Testing now is by one clerk who prints a module, performs all the measurements in this module and write down results and finally sings the paper module and then the paper is archived.

 

I have this request: On the asset there might be a pdf which is the module, empty. The users would like to have something that opens the pdf, let them write on it (ideally on ipad with finger) , let them sign it and save the edited pdf consistently on the record.

 

Is there any appexchange pack that can do it or some other solution?

 

#Salesforce Developer  #Customer's Signature  #PDF Attachment

2 risposte
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Hello,

 

I am looking to send an email from Pardot to one company's prospects on a specific product. I would send it from the Assigned user. Is is possible to send this type of email with a PDF attachment through Pardot? If not do you recommend doing this through Salesforce?

 

Thank you in advance.

 

Michelle 

1 commento
  1. 25 lug 2018, 17:07

    It is not possible to send files as attachments per se, however you can upload the PDF as a file in Pardot and include a link to the file in the email.

    https://help.salesforce.com/articleView?id=pardot_content_files_upload.htm&type=5

    Generating a list of prospects from a specific company should be very straightforward using a Segmentation Rule or Dynamic List. Sending from the assigned user is also straightforward in the sending process.

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Hi @Brandt Wagner is there a way to create a PDF attachment dynamic emails based on the record in the data extension (DE)? We have our international students w the require a graduations letter at the end of their program. So what we would like to do is when the student is added to our Graduation DE list they are sent a Locked PDF attachment with the details of their program pulled from the DE. I've checked with DocuSign, Adobe, and Nenxtex and none of them can accommodate our request.

8 commenti
  1. 6 giu 2018, 20:52

    its easy, in your email insert the code VAWP, then in your send options enable

    "Sendlog", now create a send log DE add the all the requiered fileds in that DE along with the filed "VAWPLink" . after you publish your send defnation, all the emails you send will save as URL in the Sendlog DE, from here you can export as CSV. or do some other automation

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