Generate Unified RiskProfile PDF for Email and AgencyZoom

RiskAdvisor currently generates multiple PDFs (for example, a Home PDF and a separate Notes PDF). The user requested a single, consolidated PDF containing the entire Risk Profile so that:

  • Email notifications include only one attachment instead of multiple PDFs.

  • AgencyZoom receives one complete document that their team can review without opening multiple files.

  • CSRs don't have to piece together information from separate PDFs while quoting or servicing accounts.

The underlying request wasn't simply to "combine PDFs." The goal was to streamline their workflow by providing a single, comprehensive Risk Profile PDF wherever RiskAdvisor sends documents, including email notifications and AgencyZoom.

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Upvoters
Status

🧐 In Review

Board

πŸ’‘ Feature Request

Date

4 days ago

Author

Wil Vistal

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