Send warranty certificate email with attachment to customer
Send warranty certificate email with attachment to customer
Your warranty certificates can stay unsent when board status updates are missed, leaving customers without proof. The workflow emails the certificate automatically so customers receive it same day.
Workflow preview:
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Overview
Stop relying on manual sends when a warranty needs to go out—this flow emails the certificate automatically when a project status marks it ready. Project coordinators get time back and customers receive their digital certificates same day, while you keep an internal audit trail.