How to send PDF from Tally to WhatsApp?

  1/2/2024 4:14:08 PM

Tally and WhatsApp are a combination that can help businesses in many ways. It can give a platform that can be used for communicating with customers speedily and efficiently. Tally Whatsapp Plugin is very useful and popular.

By using the combination of Tally and WhatsApp you can share business documents directly from Tally to WhatsApp parties and stakeholders. It happens instantly and without much technical difficulty.

You can share invoices, sales and purchase orders, receipts of payments, delivery notes, challans, and so on. Not only business documents, but financial reports, business data trends, and analytical reports can also be shared with all stakeholders.

For a business, it is also crucial to share reminder letters for payments etc. can be shared with the help of Tally and WhatsApp platform.

The process

First, you are supposed to sign up for WhatsApp. You have to add and register a valid contact number with a WhatsApp Business Account. You can sign up through a trusted business solution partner. There are many solution partners, you can choose any of them.

Once the sign-up process is over, you need to add the registered number in Tally. You can get access to the predefined templates. You can start sending documents to any WhatsApp number using the templates.

You can record invoices and send them to all WhatsApp numbers. You need to go to the Reports section and drill down to open a voucher and it can be instantly sent to WhatsApp parties. Suppose you want to send a payment reminder, then you need to just open the outstanding report and drill down to the required entry to open the voucher. Just choose the pdf and share it from the Tally Whatsapp Plugin.

It is secure to send pdf from Tally to WhatsApp

If you want the documents and reports to have limited visibility, then it is possible to use this plugin. You can share the pdf file with certain user roles only. You can configure the user roles in Tally to avoid unauthorized access to WhatsApp.

It is possible to restrict users from sending invoices directly when recording. You can share certain reports or types of vouchers with specific users using Tally Whatsapp Plugin.

You can configure one or more Business WhatsApp Numbers for sending pdf and add or modify WhatsApp numbers. You do not need to download any additional software for Tally with WhatsApp. You just need a WhatsApp for a Business account. Also, there is no limit on the number of recipients you can send documents to at once. WhatsApp Tally prioritizes data security for all messages exchanged between businesses and customers.

Tally and WhatsApp provide the flexibility to use the feature the way your business operates. There is an added benefit also, you can send messages to parties from the secured user platform. WhatsApp platform offers certain predefined approved templates. Out of them, many are meant for pdf files. The templates are suitable for many business needs. You can use them to quickly share your documents without any difficulty.

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