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Include PDFs in your Quote

Learn how to append PDF attachments to your quote to conveniently deliver all necessary documents to your customer.

Sorcha McGrillen avatar
Written by Sorcha McGrillen
Updated over a month ago
  1. Enter all related information within the Pricing and Lead Time tab and Create Quote when done.

  2. Toggle on Attachments if not yet already and upload your one PDF or multiple.
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    image (1)

Note: The uploaded file or file(s) will be attached after the quote in the order you upload. As of now, we only support PDF documents.

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