Quote Attachments

All outgoing quote emails can include file attachments.

Steps to attach files to the Quote email are as follow:

On the Quote page – click on the Actions tab on the top right of screen.

Scan down to the email stack – at the bottom is the Add attachment button

The Add attachment button opens a new dialogue box where you can upload files from your computer, or access files already loaded into your clients company record on Brandengine.

Attached files are visible at the bottom of screen (under the quote), in the Email attachments block, where you also have the ability to add more attachments as needed.

Tip ~ if you click on the file name once loaded, a Quicklook panel will open – here you can view more info on the file, edit the filename, tags & notes, or download the file.

If you have attached files to the quote in error, you are also given the option to remove from quote – or – delete the file altogether from your system via the bin