Sending files as attachments on Quotes, Invoices, Supplier Invoices or Orders

Step 1: Navigate to Quotes and select your Quote

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Step 2: Under Preview & Send select to Send 

 

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Step 3: Select a Recipient

After selecting Send, select a recipient from the list or Add Recipient and select a recipient from your contacts and hit Next

 

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Step 4: Select Attach

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Step 5: Select or upload any files that you'd like to send.

1. You will see any photos and files that are uploaded to the Job or Quote.
2. You can also click on Add to upload new files 

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Step 5: Send the Quote with all attachments.