Hi Experts,
I have created a workflow for sales quotation procedure, when the salesman create and submit the quotation the sales manager receives an email notification mentioning that the quotation is created along with it's details. My requirement here is
1. Either show customer Balance information (Ordered Amount, Credit limit,Credit remaining etc.) in the alert Email itself.
2. Or Create a report which shows above details for the respective customer account on the sales quotation and send it as a PDF attachment with the alert notification email. I can create the report but need technical advice to add it with Alert Emails.
Please let me know the possible ways to achieve it, Thanks in advance for the comments.