Hi,
I’m looking into building a flow that sends email with quote pdf attached. My Apex skills are poor to nonexistent. Would be great to get some advice on how this can be achieved. Any apps that I can use or can it be done without using Apex?

like
Posting as :
works at
You are currently posting as works at

I've tried both Formstack and Conga Composer. They're user-friendly and can assist in automating email attachments without requiring extensive Apex knowledge. Plus, there's a guy on YouTube who can walk you through the process.

helpfullike

Fantastic! I’ll check them out. Thank you

Are you using the standard Quote object with sales cloud or do you have Salesforce CPQ?

like

Thank you very much for taking the time to advice me. I will try this.

like

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