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Send CSV attachment to email on submit.

  1. I'm putting together a quote request form. It struck me that it could be useful to create process for the client to insert that information in some other system. Be it a local database or a bid spreadsheet.

    There are lots of options if you want to do some heavier integration. You could even cut and paste from your email and clean up the data in your spreadsheet.

    You could also just export the whole results table.

    All of those things are fine, but for a really clean and simple workflow. If there was an option to autocreate a csv of the currently submitted entry and include that in the email. That would make it very easy to open the data in excel and paste it into a premade sheet to get your calculations.

    It would be nice to have other attachment options as well, such as the vcf for import of a contact into outlook.

    Posted 10 years ago on Thursday December 9, 2010 | Permalink
  2. +1 For this!

    Posted 10 years ago on Sunday January 2, 2011 | Permalink