How to add an attachment to my quote?

You can attach files (photos, documents, PDFs, etc.) to any quote. Attachments are visible to your client when they view the quote.

Here is how to add an attachment:

1. Click Quotes in the left sidebar and open or create a quote.
2. If viewing a quote, click Edit in the top-right corner.
3. Scroll down to the Attachments section.
4. Click the Upload button to open your file browser.
5. Select the file(s) you want to attach. You can select multiple files at once.
6. The files will upload and appear in the attachments list.
7. To remove an attachment, click the X button next to it.

When your client views the quote, they will see the attachments in the sidebar and can click to open or download them.

On the Mobile App

1. Tap the Quotes tab, then create a new quote or open an existing one and tap the Edit icon.
2. Scroll down to the Attachments section.
3. Tap the attachment area to open the file picker. You can select photos from your camera roll or take a new photo directly.
4. Selected files will upload and appear in the attachments list.
5. To remove an attachment, tap the X next to it.

Your client can view and download attachments when they open the quote.