Attach a file to a quote
A quote can include file attachments, such as a spec sheet, a photo, a video, or a supporting document. On the open quote, find the Attachments section and click Add New Files to upload; PDF, PNG, JPEG, JPG, DOC, DOCX, XLS, XLSX, MP4, MOV, M4V, and WEBM are supported.
Video attachments
A video plays right in the preview when you click its name in the Attachments section, and technicians can record and attach videos from the mobile app.
Videos can be up to 5 minutes long.
You can add or remove attachments while the quote is in Draft. Once a quote is sent for signature, its contents lock, so attach what you need before sending.
If you need to change attachments on an Unsigned or Expired quote, use Revert to Draft to reopen it for editing. This makes the customer link unavailable and stops pending follow-ups until you send the quote again. A Signed quote must be voided before it can be reverted. If the quote was created for the wrong customer or property, create a new quote instead.
Where to find it: On the open quote in Draft, the Attachments section, Add New Files
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