Hi! I have a separate Pricing Guide smart file from my Invoice & Contract smart files.
Is there a way to reply to a client’s email with a smart file? For example, if a client emailed me back that they would like to move forward, I would like to be able to reply to their email attaching the contract/invoice smart file as a CTA without starting a new email subject line.
+1Hi Jason!
You could add the smart file to the client’s project and then select “create link” and hyperlink it in an email that way. It will mark the smart file as sent. I do that on the regular. :) Hope that helps!
Thanks so much!! I’ve been doing this now and it’s super helpful and easy :)
+1Awesome! I am so glad it helped. :)
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