Possible to add Client gateway to pdf quote/invoice?

Self-Hosted | v4/Legacy
1

I’m looking for a solution to embed the client portal link within the pdf for invoices and quotes.

Is it possible to include a link to the client portal like the “View Quote” or “Pay Now” within the pdf?

2

Hmm… I’m not sure it’s possible but one solution may be to use custom design and build the link using the $contact.contact_key variable

3

Appreciate the quick reply.

Could you assist in how I would add this in? Do i just add that line: $contact.contact_key variable

Where would I add this line to to make it display on the pdf under the quote/invoice total?

Thank you.

4

You would need to add the variable to the end of the client portal link, you can see a sample “View in portal” link on the client overview page. I’m not sure if it would even work, just trying to come up with ideas.