Skip to main content

How do I add attachments to quotes?

Maxime avatar
Written by Maxime
Updated over 3 weeks ago

For adding attachments to quotes you should follow next stept:

  1. Click on Quotes submenu from CRM module.

  2. Click on

    Three

    then click on Quotes Settings.

    Attachments
  3. Click on Attachment, click on Browse your file then double click on your file to upload it.

    Attachments

To select wich attachments you will send by email, scroll down in Send by Email window then select the attachments by clicking on the check marks.

Attachments
Did this answer your question?