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Attach product documents to quote / invoice email #9634

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DrDBanner opened this issue Jun 12, 2024 · 0 comments
Open

Attach product documents to quote / invoice email #9634

DrDBanner opened this issue Jun 12, 2024 · 0 comments

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@DrDBanner
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DrDBanner commented Jun 12, 2024

What version of Invoice Ninja are you running? ie v4.5 / v5
5

What environment are you running?
ZIP

Have you searched existing issues/requests?
YES

Additional context
According to Invoice Ninja documentation, documents are only accessible via the portal.

The Documents pane allows you to upload and view documents that are linked to the product. These files are only accessible through the admin portal (or client portal if client documents are enabled). This feature is useful for uploading product signage, detailed product descriptions, or technical documents.

Note that uploaded documents are saved in the "public/storage" directory in a folder structure using hashed folder names to match the product entry, so backup this directory along with your database to preserve your attached documents.

However, sometimes it's necessary to attach additional context, safety guidelines, warranty information, or other documents directly to a quote or invoice email, depending on the products included. This is especially true if the portal is not used at all. I am aware I can attach documents per quote or invoice individually. But if you have a lot of different additional contexts per product this can become a real problem.

It would be beneficial to have options in the Products > Documents view for 'Attach to Quote Email' and 'Attach to Invoice Email' via checkboxes per document. This feature would meet the need for including relevant documents directly in the emails.

Optionally, it may be clever to send those documents with a second email, so that automatic invoice processing systems do not get irritated.

Optionally, it may be clever add an additional checkbox 'Only send after payment'. That way Invoice Ninja turns instantly into a fully fledged one stop shop solution for digital items.

Additionally, it would be practical to have the ability to select documents from the product documents list on the fly when adding a product having documents to a quote or invoice, allowing for a streamlined UX and workflow. Though, this would be the cherry on top and isn't mandatory.

@DrDBanner DrDBanner changed the title Attach product documents to quote / invoice Attach product documents to quote / invoice email Jun 13, 2024
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