How to Include PDFs in a Quote

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

  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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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.