How to upload a document, file, pdf or image to a quote.
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Steps to uploading attachments to a customers quote
- Find the booking you want to edit. Click here to learn how to do this.
- When on the booking page, scroll to the attachments section.
- Click Upload.
- Choose an option.
- Show on quote? This shows the attachment on the quote.
- Show on load list? This shows the attachment on the load list.
- Show on delivery note? This shows the attachment on the delivery note.
- Add as signable document? This allows your customers to sign against the uploaded document. This only works for PDF documents.
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