How to Send a PDF via WhatsApp Using BytePhase CRM
Emailing an invoice works, but most customers open WhatsApp before they open their inbox. If you want to send a PDF via WhatsApp straight from an active job — an invoice, a quotation, or any other print-ready document — BytePhase CRM has a built-in WhatsApp button that does it in a few clicks. This guide covers the one-time browser extension setup and the steps to send your first PDF.
How to Send a PDF via WhatsApp: Step-by-Step
Step 1: Open the Document You Want to Send
- Open the print/preview page for any invoice, quotation, or other document, then click the WhatsApp button.
Step 2: Install the WA Web Bridge Extension (one-time setup)
- The first time you click the WhatsApp button, a popup explains that sending a PDF needs a small browser extension. Click the link to install it directly: Add WA Web Bridge extension
- The link opens the Chrome Web Store page for the extension. Click “Add to Chrome” and it’s added to your browser.
Step 3: Send the PDF
- Open WhatsApp Web in another browser tab and leave it open.
- Refresh the BytePhase portal, open the document you want to send, and click the WhatsApp button again.
- A popup appears with a pre-filled message template — edit it if needed, then click “Send Message.” The message and the PDF are sent via WhatsApp instantly.
- Done — the message is sent with the PDF attached, like this:
Great job!
That’s it — you’ve successfully sent a PDF via WhatsApp using BytePhase CRM.
Because the WhatsApp button lives on every print page, this works the same way for job sheets, quotations, and invoices — one more reason repair shops use BytePhase as their repair shop billing software instead of juggling email and a separate messaging app for every document.
Refer to the video below for additional guidance.
WhatsApp updates are one of several ways BytePhase keeps customers in the loop automatically, alongside SMS and email, from the moment a repair ticket is created through final delivery. Try it free for 15 days, no credit card required.
