Lead attachments

Richard Just shared this question 2 years ago

Is there a way to attach a file to a quotation or contract being sent? For eg. if a customer requires an insurance policy copy to apply for a park permit at the time of quote - I can't see there is a way to attach anything through the email centre template (other than via link) ?

Comments (1)


We don't currently have a way to do that other than through a link. You can attach the document you want to send to that lead via our attach@inflatableoffice.com email address (go to the attach tab on the lead). Then take that link once the document is attached and add it to your email.