Consider the following case: Have you ever booked a ticket on a travel or ticketing portal? On booking a ticket, you will receive a confirmation message on your WhatsApp number along with a PDF form of the ticket.
Similarly, you can send a document, perhaps an invoice, to your customers, with your WhatsApp message.
- To do so, select the Print Template option while sending a WhatsApp message.
- On selecting this option, the CRM generates a PDF document in the Print Template.
- To learn more about Print Templates, click here.
Note: The Print Template option is enabled only for the following modules - Deals, Quotes, Invoices, Cases, and Internal Tickets.