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December 3, 2023
Question

Sending a PDF from Standard Quote Object in Salesforce

  • December 3, 2023
  • 0 replies
  • 163 views

This should seem like an easy issue to solve, but I am trying to figure out how to send out a PDF that is attached to the Salesforce Quote Standard Object.  I am not using Salesforce CPQ.  

 

I don't want to generate a quote using a template in Acrobat Sign.

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