Overview
Automatically generates PDFs for sales orders, invoices, and other documents the moment they're confirmed, emails them to the customer, and archives a copy to cloud storage — removing a manual step that otherwise repeats on every single transaction.
Key Features
- Automatic PDF generation on document confirmation
- Auto-email delivery to the customer
- Cloud storage archiving for every generated document
- Works across Sales, Invoicing, and related documents
- Configurable templates and trigger conditions