Add a Document to a Quote

Back Top Previous Next

Add a document via drag and drop

To add a document to a quote, view the quote, then drag and drop the file (from the drive/network) directly onto it.

 

A document added in this way would normally be flagged as Hidden, meaning that it won't be displayed in a document list, unless the Show Hidden icon is clicked.

 

showhidden

 

Add a document from clipboard

Right click on the document and select copy.

 

With the quote in View or Edit mode, select the Add Document from Clipboard icon in the ribbon:

 

adddocfromclipbd

 

doctabqty

Once added, the document will be accessible via that quote’s Documents tab (in the footer). A number will be displayed on the tab to show the number of documents linked to the quote. That number will increase as more documents are added to the quote.

 

Add or link an existing document using the Documents tab

Manually add or link to an existing document directly from the quote's Documents tab, as follows:

open the quote in Add or Edit mode

go to the Documents tab in the footer

click Add New, or Link Existing

select the document from the list.

 

See Add or Link Existing Document for more detailed information.

 

Unlink/delete a document from a quote

Unlink a document (ie. remove the link) or delete a document from a quote in this manner:

open the quote in Add or Edit mode

go to the Documents tab

select the document from the grid

click Delete Document or Remove Link.

 

See Add or Link Existing Document for more detailed information.

 

Quality

Use caution if deleting a document as it may be linked to other objects aside from the one currently being viewed.

 

How to

Add a Document to a Quote

Add a Quote

Add Stock to a Quote

Create a Job from a Quote

Create a Quote from a Previous or Similar Quote

Create a Template for Recurring Quotes

Create a quote list

Personalise Quotes

Print a Quote

Use comments to Track the Progress of a Quote

View or Edit a Quote