If you send enough quotes, there is going to come a time when you need to send your customer a spec sheet,  image of a product, or copy of a contract, etc. 

To send a file with a quote, just check the file(s) you want to send, and when you send your quote, they'll get sent as attachment.

The attachments feature is setup so that you can keep any important information stored with your quote for you and your staff. 

Files uploaded only get sent if they are checked to be attached AND if the quote is sent after they've been checked.

Note: There is a 15mb total file size limit per email.. If the file is larger than that, we recommend sending it via email or via a file share service.

Did this answer your question?