You can add photos and other files as attachments to your quotes. This is useful for including photos of the job site, materials, or completed work. Attachments can be added both when creating a new quote and when editing an existing one — the process is the same.
On the Web
- Click Quotes in the left sidebar, then either Create Quote or open an existing quote and click Edit.
- Scroll down to the Attachments section on the quote form.
- Click the Upload button (or the upload area) to open your file browser.
- Select the photo(s) or file(s) you want to attach.
- The files will upload and appear in the attachments list.
- To remove an attachment, click the X button next to it.
Attachments are visible to your client on the quote detail page and in the right sidebar when viewing the quote. Your client can click on any attachment to open or download it.
On the Mobile App
- Tap the Quotes tab, then create a new quote or open an existing one and tap the Edit icon.
- Scroll down to the Attachments section on the quote form.
- Tap the attachment area to open the file picker. You can choose photos from your camera roll or take a new photo.
- Selected files will upload and appear in the attachments list.
- To remove an attachment, tap the X next to it.
Your client can view and download attachments from the quote detail page.