Scenario
When sending Estimates via email custom element can be used to add the Sales rep email on the PDF.
Solution
- Navigate to Customization > Forms > Transaction Form PDF Layouts.
- Edit the preferred transaction layout.
- Click Add Custom Element.
- Set Element Name to Sales Rep Email.
- Set Element Text to {salesrep.email}
- Click OK.
- Move/Adjust the position of the custom element as desired.
- Click Save.