Quote Files & Attachments
Attach supporting documents and keep your quoting evidence organised.
Overview
Attachments improve trust and reduce misunderstandings.
Common attachments include:
- Site photos
- Plans/spec sheets
- Product brochures
- Terms and safety documentation
Recommended attachment workflow
- Add files before sending.
- Confirm the email template mentions the attachments.
- Keep file names consistent:
2026-02-21 Site Photo 1.jpgProduct spec - Model X.pdf
Troubleshooting
Client didn’t receive attachments
- Confirm the attachments were added to the outbound email.
- If file size is large, send a smaller file or a link.