Add Images and PDFs to Your Quotes and Invoices

Disclaimer: This feature is currently in early access (Beta) and is not available to all Tradify users at this time. If you are interested in participating in early access testing for Tradify, please complete Tradify's Early Access Form HERE. Submission of the form will place you on the list for potential consideration for future early access testing opportunities. 

Topic

Use Tradify's documents Note section to add images (JPEG, PNG, JPG) and PDF documents to your Quotes and Invoices for your customers to view. This feature makes it easy to include site photos and other relevant documents when sending your Quotes and Invoices to customers.

Instructions

1. Navigate to either you Quotes or Invoices page.
2. Search for and select the document you want to add notes to for displaying to your customer.
3. Scroll down to the Notes section.
4. Select Add Note.
5. Add a text description of the note if needed, for examples 'Before Images' or 'Product Images'.
6. Select Attach Files and pick the files you want to include.

7. Under the Note Visibility section, select the Show this Note in the Quote/Invoice toggle. 

   Note: By selecting this option, all compatible files and added text description will be included on the Quote or Invoice.

   

8. Select OK.
9. Select Save on the Quote or Invoice.

Enable this Option on an existing Note:

1. Navigate to either you Quotes or Invoices page.
2. Search for and select the document you want to add notes to for displaying to your customer.
3. Scroll down to the Notes section.
4. Select an existing Note you want to include in your Quote or Invoice document.

5. Under the Note Visibility section, select the Show this Note in the Quote/Invoice toggle.

   Note: By selecting this option, all compatible files and added text description will be included on the Quote or Invoice.

   

6. Select OK.
7. Select Save on the Quote or Invoice.

See which Notes are showing in your Quote/Invoice

You can check which notes are currently selected to display on a job, in the Quote/Invoice note section, by checking the Show in Quote/Invoice Column. See reference image below.

Additional Information

For more information on Notes, see here: Note on Jobs FAQs