You are going to love this new enhancement to Foundation Pack. “SendAsPDF” is officially feature #59 of 60. We added the ability to send Quotes, Sales Orders, Credit Memos, Sales Invoices, and Purchase Orders instantly as an e-mail attachment in a PDF format.
You just create the document content as desired, then click “SendAsPDF” and it generates an e-mail with everything automatically filled in.
Here is a sample of the Quote Screen:
Sample of the e-mail ready to be sent:
How cool is that.
We started with a Blog from the NAV Developers, then added our own twist: Default Values.
Examples: Where to pull the e-mail address, and where to pull all the other content. It can come in blank, and then you just fill in as desired, or set your defaults and let the software do the work.
I just love this little time saving feature. If you are new to NAV, it is not too late to add “Foundation Pack” to your new installation. If you are an old timer, order “Foundation Pack” when you upgrade to Version 2009 R2. I am so excited about this new feature I just recorded a video showing how it works.
Watch the Video, then leave me a comment below. Thanks, Rick