Generating a service quote using an output document in ServiceMax requires manual intervention 100% of the time. Users can render the document in HTML, but to have it converted to a PDF, a user has to manually click the 'Finalize' button. There should be a way to both generate the document as a PDF and also to email it to a customer using a Salesforce email template. I have contacted ServiceMax and also looked through the Community. So far, I have not found any information on how to achieve this.
How is the problem being addressed today, if at all?
Each service quote must be manually generated, then manually attached to an email and manually sent to the customer.
Communities Warranties & Contracts Work Order Management