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Send a Quote to a new client in html format


Aris.N.

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2 hours ago, Aris.N. said:

I would like to send a quote to a new (unregistered client) in html (not pdf) format. 

Is it possible?

not without some serious customisation.

that quote email would include the PDF attachment and also a link to view the HTML version of the quote... it wouldn't be straightforward to attach the html version to the email, or put the content in the body.

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15 minutes ago, Aris.N. said:

Actually, what i need is the quote email to include only the link to view the html version. I do not want to include the PDF attachment. Do you think is it possible?

if you know the quote number (xxx), then the url should just be www.domain.com/viewquote.php?id=xxx - if they're a client you could send that link in an email, or create a new email template and send from the client summary page; if not a client, you could send from outside of WHMCS.

I can't think of a way to disable/remove the PDF attachment from the default quote email... you could rename/edit the quotepdf.tpl template and that would send a blank pdf attachment - but that might look worse!

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