I would like to set up email templates which include a designated PDF attachment that saves for recurring use, rather than having to upload each time. Is this in the works, by chance?
Ideally I would love to automate this completely without the manual selection of the template in the future but for now - the ability to save a PDF to the templates would be incredibly helpful.
In your Emails & Activites app within the Updates Section, you can create template emails and attach a file (from your computer or Files Column) to always be included in this template.
Could this work for what you’re looking to do? Let me know your thoughts!