You can send extra files together with a quote, for example a data sheet or terms of sale. Customers get the files in the email and on the quote page.
Plugin Pro only
Where Quote Options box; PSM Plugins → Request a Quote → Quote Settings → General
Attach files to a quote
- Open the quote order.
- In the Quote Options box, find Attachments.
- Click Upload and choose the files.
- Send the quote. The files are attached to the email, and listed on the quote details page.
To remove a file, delete it and confirm.
Limit the files
In PSM Plugins → Request a Quote → Quote Settings → General, set:
Setting
What it does
Default
Allowed extensions
File types you can attach. Start each with a dot, separated by commas.
.pdf,.jpg,.jpeg,.png
Max file size (MB)
The biggest size of one file.
10