Upload new Document while personalizing Sequence or Template send
My company often sends invoices, specifications, or finishes of our products via email with an attachment. This changes on a per client basis. We would like to be able to attach documents to a template or sequence in the editing phase right before sending.
We are currently planning to include the ability to insert images and documents as attachments to sequences at the moment of enrollment. This would allow users to add images, and files like .pdf, .ppt, .mov and more to a specific email in a sequence. This would upload and send the email with this file attached without requiring the use of the "Documents" tool and would not upload the file into your team's shared File Manager. This will be designed to help users send images or documents that are only meant for the recipient of the sequence.
I will update here once we have made progress on this planned work.
Best,
Glen
Re: Attach document in sequences - changed to: Idea Submitted
We need this as well. The purpose of a sequence is to save time, so uploading to documents first is not the same. We need to add an attachment when personalizing the sequence.
Hi, any update about this topic? It would be very interesting to have this feature. Now, we faced a big problem: our customers don't want to check our files because they need to follow a link. We really need to be able to send a document directly on the sequence.
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