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Attaching Files to a Quote

Files of any type may be uploaded as an attachment to a quote by clicking the Attachments tab on the Quote Edit screen and pressing the Attach File button.

The Client Visibility option may be adjusted for each file attachment to determine whether or not the client should be able to access and download the attachment when viewing the quote public link. The following Client Visibility options are available for quote attachments:

  • Visible - Clients will be able to access this attachment from the quote public link.
  • Not Visible - Clients will not be able to access this attachment from the quote public link.
Important note: attachments uploaded to a quote do not "attach" themselves to the quote PDF output. Quote attachments are intended to provide an easy way to deliver digital assets related to a quote to your clients (or just to store related files for your own purposes).

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