Attaching documents to your quote is an easy way to keep all files connected to your quote in one place and accessible. 

Watch our quick instructional video or read our step by step instructions below.

Step 1: From the quote review page, select the information icon in the top left panel.

Step 2: Select the edit icon.

Step 3: Select the Add Attachment button.

Step 4: Select the Choose File button.

Step 5: Choose the file you would like to upload.
​Step 6: Select Open.

Step 7: Select Save.

Congratulations, your document is attached!

A few tips: 

You can attach multiple documents by selecting the Add Attachments button.

To remove a document select the X icon to the right of your uploaded document.