You can upload attachments such as a PDF file or an image to a quote by following the steps below.
1. Navigate to Quotes.
The Quotes page is displayed.
2. Click the reference number of the quote you wish to add an attachment.
The selected quote details page is displayed.
3. Scroll down the Quotes details page and click the Attachments tab.
The Attachments section is displayed.
4. Click Upload attachments.
The Open dialog is displayed.
5. Select the image/file from your computer and click Open.
The file is uploaded.
6. Enter a name for the attachment in the Name column.
7. Click Save changes.
The attachment is added to the quote.
8. Click Preview/print document to preview the document before being sent out to the customers.
The preview of the document is displayed.
Note: You can also download or delete the attachment. To download, click the Download button in the row of the attachment. To delete the attachment, click the Delete button and confirm the deletion.
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