This functionality will let Salpo Users generate templated PDF format documents and emails which populate with the unique data points from a profile page.
The process starts by creating templates in the Control Panel by dragging/dropping elements into a page builder and adding tokens to define what information to grab from the profile page and populate when generating the document or email against that record.
When generating a document, the data from the profile page will be added and the document will be saved in a PDF format against the profile which it was processed against under the Files tab. The document can be downloaded by clicking on the hyperlinked document name.
When sending an email, the data from the profile page will be added to a compose email window so the User can tailor any unique changes to the message before sending to the Contact. A record of the email will be stored against the profile page.