Email Documents From Within Pipeliner

The ability to email documents from directly within Pipeliner would be incredibly efficient. Currently if we create a quote using Pipeliner, we are required to save it into PL but also save it somewhere externally if we want to email it to the customer.  Being able to right click or hit a button and email contact associated with customer would be very efficient.

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  • That would be a great idea!!! Sales People will not have to go out from the Pipeliner environment to send out emails.

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