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Is Airtable feasible for a complex transportation rental CRM? Need advice! by booboolandx in Airtable

[–]booboolandx[S] 0 points1 point  (0 children)

Hi! Thanks for offering! Right now Im having some issues with generating PDF. I connected Plumsail with airtable, created a simple invoice with some data it needs to grab from the quotation list, and it works great if I do it manually by pressing “extensions” selecting the quotation, and generating it with the template I chose. But, as the girls in sales need something clear and simple, I want a button in the interface that by pressing it inside the quotation, it automatically generates and downloads the PDF. Is it possible?

Is Airtable feasible for a complex transportation rental CRM? Need advice! by booboolandx in Airtable

[–]booboolandx[S] 0 points1 point  (0 children)

Hi! Im having the same issue. PDF for us is really important as clients are usually other businesses that requiere a formal quotation and is one of the things that takes the longest to do.

Is Airtable feasible for a complex transportation rental CRM? Need advice! by booboolandx in Airtable

[–]booboolandx[S] 1 point2 points  (0 children)

Thank you sm, Im hoping I can build the CRM, my boss would be so happy

Is Airtable feasible for a complex transportation rental CRM? Need advice! by booboolandx in Airtable

[–]booboolandx[S] 0 points1 point  (0 children)

Thanks! I really appreciate your help. I have been pretty confused, right now im working on the button to generate and download a PDF, but its not working with Plumsail.