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What should the Admin do to simplify this process?

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(@boehnkearden)
Posts: 697
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Topic starter
 

Universal Containers sends a company PDF brochure with each Quote to potential customers. Sales rep attach the brochure to each email sent.

What should the Admin do to simplify this process?

  • A . Manually attach the PDF as an Additional Document on each Quote the sales rep sends.
    B. Add the PDF as a required Additional Document on the Quote Template.
    C. Upload the PDF into the Documents object folder named Output Attachments.
    D. Create an HTML Template Content record for the PDF and include it in a Template Section.

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Suggested Answer: B
 
Posted : 16/01/2023 9:53 pm
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