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Status Needs review
Workspace SRM
Created by Rebecca
Created on Jun 5, 2025

Allow Invoice attachments and invoice itself to be emailed together

Currently, when an invoice in SRM has an attachment, the attachment has to be emailed separately from the invoice PDF. It would be convenient to be able to email the pdf invoice, as well as the attachments in one singular email so that customers get it in one shot.

Perhaps having an option to select which attachments to include.

How often would this idea be used? Daily
How much time would you save when the idea is implemented? It would save minutes of work
How many people at your company would benefit from this idea? A Team or Group of People(5-25)
What problem is your idea trying to solve?

Sending multiple emails with important documents to customers.

  • Attach files