Attach Quote and Product files to Quote/Invoice PDF sent by email from web account

You now have the option to include the Quote and Product files as an attachment when sending a Quote/Invoice PDF by email from your web account.

This is useful to include Product data sheets, technical specifications, terms and conditions, etc…

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4 thoughts on “Attach Quote and Product files to Quote/Invoice PDF sent by email from web account

    • Hi,
      Thanks for your feedback.
      While you cannot directly attach a completed form as part as the invoice, we added the option to send a form PDF via Email in the web interface.
      Simply go to a form in the Forms web app, and press Export button > Send By Email. You can specify a custom message.
      Hope this helps

  1. Hello,
    I used to be able to download jobs and notes which would then automatically open in my pdf drive. The pdf drive doesnt appear anymore. I fear I might have made a change unexpectedly or accidentally. Could you please tell me how to reformat or reconfigure the PDF

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