In this article, we'll explore two methods to include product specifications with quotes in EvolutionX. Instead of attaching specification files to emails, which can lead to email limits and spam issues, we'll focus on linking to the files. This approach ensures that customers can easily access the specifications without any email-related problems.
Method 1: Upload Specifications to Related Products
Upload and Attach Specifications
First, upload and attach the specification documents to the related products in EvolutionX.
If there are many documents, consider uploading the data instead of doing it manually in the Admin panel.
Display Specifications on the Storefront
Once uploaded, the specifications will be available on the storefront in the product view.
Update Quote Comments or Email Template
Inform customers that they can download the specifications from the storefront by searching the SKU and clicking the download link. Customizing your email communications | Evolution X Help Center
Method 2: Provide Specification Document Link in Quotes
Create Free Products for Specification Links
Create free products that represent the link to the product specification file for each item.
Use the same SKU with "_spec" added at the end to make it easy to find and add to quotes.
Include an HTML link to the document in the product description.
Change Store Settings for Quotes
Ensure that quotes are sent with images and descriptions in the quote PDF format. Quote PDF attached in customer email. | Evolution X Help Center
Create and Send the Quote
Add the item to purchase and the free spec document item to the quote.
Use the "email & save" button to email the quote to the customer.
The PDF quote attached to the email will have a working link to the specification document.
Conclusion
By following these methods, you can effectively include product specifications with quotes in EvolutionX without attaching large files to emails. This approach ensures that customers have easy access to the necessary information while avoiding potential email issues. Learn more here about How Quotes Work | Evolution X Help Center.