Attaching Files to a Quote
You can add files to a quote so your team has specs, photos, or contracts in one place. Examples are PDFs, images, or Word files.
How to add a file
- Open the quote.
- Click the Attachments tab.
- Use the upload area or button on that tab to pick a file from your computer. You can also drag and drop if your screen shows a drop zone.
Very large files may show a warning before upload.
If you do not see an Attachments tab, your login may not include attachments. Ask your admin.