Learn how to add files to Quotes on Tradify Web. You can add any type of file, including photo, PDF, Excel, Word and various other types of file types.
Whether you're in a Job, Invoice, Quote, Purchase Order, or Bill, Tradify has the ability to upload files and photos to all the above.
Note: This article specifically covers off the process for attaching a file to a Quote.
Attaching Files to Quotes
To attach a file to a Quote:
- Open the relevant Quote
- Scroll down to the Notes section, then select New Note.
- Enter the Note text as required.
- Use the Attach File function to add the file, or feel free to drag and drop the file into the field provided.
- Select OK.
- Save your Quote to finalise your changes.
Note: We recommend entering a description of the attachment for easy identification, since the file name might not allow for enough information.
Note: The attached file can be virtually any file type, i.e. Word Document, PDF, Excel Spreadsheet, Photo or Image (JPEG, GIF, TIF, PNG) etc.
However. the attachment will require an appropriate app to view it on a Mobile device, therefore it is advisable to convert Word and Excel (or non-image files) into a PDF before uploading them.
More than one file can be attached at a time and each file must not exceed 20MB.