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Feature #5140

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Changed the email format of send quotation customer email Attach Open Solar Approval Quote to Quotation Email

Added by Yalavarthi Thriveni 15 days ago.

Status:
New
Priority:
Normal
Target version:
-
Start date:
11/24/2025
Due date:
% Done:

0%

Estimated time:
2:00 h

Description

As a salesperson
I want the system to attach the Open Solar approval quote (PDF) to the “send quotation” email
So that customers receive the approved quote file along with the quotation email.

Acceptance Criteria

When the user triggers “Send Quotation”, the Open Solar approval quote PDF is attached to the outgoing email.

Attachment filename follows pattern: Quote_<QuotationID>_OpenSolar.pdf.

Attachment is a valid PDF (MIME type application/pdf) and opens correctly.

Email body still contains summary details (quote total, expiration, next steps) in addition to the attachment.

If no Open Solar approval quote exists for that quotation, email send is blocked and a clear validation message is shown to the user.


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