Sales
To attach a document or add notes in an Estimate
- Select “Sales” from the navigation menu.
- Click “Estimates”.
- Select the estimate you wish to add an attachment to.
- Click the button “Add Note/ Attachment”.
- Input the attachment and note details
- Date: Set the date of attaching the document.
- Time: Set the time of attaching the document.
- Action Performed: Select the performed action.
- Click on “Edit Actions List” to edit or add actions to the list. For more information, please refer to the tutorial “Editing Appointment Actions List”.
- Note: Type in the required notes with the help of the wording tools.
- “Share With Client” Checkbox: Check to share the document with the client on the estimate.
- Attachments: Click the button “Upload” to browse your device or drag and drop the file to upload it.
- Click “Save”.