Send Extension for EspoCRM is a powerful tool that allows users to easily share files and notes with customers directly within EspoCRM. The extension includes a user-friendly interface that makes it easy to share files and notes with customers in a secure and confidential manner. Users can set an expiration date for the shared files and notes, ensuring that sensitive information is only accessible for a certain period of time. The extension also records the IP address and date of each file download, providing added security and accountability. Customers can access the shared files and notes via a unique link, without the need to log into EspoCRM. This feature is particularly useful for businesses that need to share sensitive information with customers, such as contracts, invoices, and other important documents.

Easy installation

Who this extension is for

For anyone who would like to share information outside of EspoCRM in a secure and controlled manner. Sending any information via email gives you unlimited access to all the information and files contained in the message. By using this extension you can decide how long the link is valid, how many times it can be used, and if you send it to the wrong recipient you can cancel it at any time.

List of features

1. Share files and notes with customers directly within EspoCRM
2. Set expiration dates for shared files and notes
3. Record the IP address and date of each file download
4. Access shared files and notes via a unique link without the need to log into EspoCRM
5. User-friendly interface
6. Fully compatible with the latest version of EspoCRM
7. Integrates seamlessly with existing functionality
8. Easy to use, requires no technical skills
9. Option to check how many people have used the link
10. Option to define your own aliases and expiration date.

Our demo section provides users with a test instance of EspoCRM where they can try out our extensions before purchasing. The test instance allows users to experience the full functionality of our extensions and see how they can improve their business operations. The test instance can be accessed using the username “send” and the password “dubas”. Users can explore the features and functionality of our extensions and see how they can be integrated into their existing workflow. This is a great opportunity for users to test drive our extensions and make an informed decision about purchasing.