Including Attachments

The Attachments tab allows uploading files to the quote. This can be useful to include any supporting documents to the quote. Any file can be uploaded, and once uploaded it is possible to Download and View each file. The files can also be deleted from the quote.

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Figure A - Including Attachments


Attached files can be emailed as attachments after the quote generation process. This makes attachments useful for sending files to those who would receive a generated quote.

Figure B - Emailing Attachments
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