In this article we take you through the steps in sending files as an email attachment for your quotes, invoices, supplier invoices or orders. In this example, we are sending a file as an email attachment from a quote but the same steps apply for invoices, supplier invoices and orders.
Attach files to Quotes, Invoices, Supplier Invoices or Orders
Step 1: Navigate to Quotes and select your Quote
You will know if your quote as a file attached if it shows a paperclip icon, as shown below.
Step 2: Under Preview & Send select to Send Quote
Step 3: Select a Recipient
After selecting Send, select a recipient from the list or Add Recipient and select a recipient from your contacts.
Step 4: Select your files to attach and Next
If you have more than 1 file attached to quote then you can select to attach a number of files to email.
Step 5: Edit the Email Message or select a template and Send
As you can see below, the file is attached to the email.