Attach Files to Quotes to Display for Customer Viewing

Topic

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

Instructions

1. Navigate to the Quotes page.
2. Search for and select the quote you need to add attachments to or create a new quote.
3. Scroll down to the Quote Attachments Section.

4. Select Attach Files.
   
   

   Note: There is a 20 files attachments limit, with a maximum size of 20mb per file.

5. Browse your device and select the images or PDF's you want to attach.

6. Select Save on your Quote.

   Note: Select Preview to check out how these will show for your customer.

Removing Attachments from the Quote

1. Navigate to the Quotes page.
2. Search for and select the Quote you need to remove an attachment from.
3. Scroll down to the Quote Attachments section.
4. Select one of the attachments to open to Quote Attachments pop-up screen.
5. Select the X icon on the file thumbnail you want to remove.
   
   
    
6. Select Close.
7. Select Save on the quote.

Note: Quotes must be in a draft status to be modified, if your quote is in a approved, accepted or canceled status and needs to be modified, you will need to Reset the Quote To a Draft before being able to modify the quote.

Additional Information

See here for more info on creating quotes: Create a Quote