Send contracts, terms and breakdownsNew
Attach your own paperwork to a quote, an invoice or an appointment — and keep the internal ones internal.
Written 2 October 2026
What is said in this recording
A quote is not always the whole of what you send. A contract, your terms of business, a detailed breakdown exported from the merchant's system — all of it can go out attached to the quote, the invoice or the appointment the customer is already opening.
Step by step
- 1
Open the quote, invoice or appointment and find the Documents card.
It is on all three. An appointment is a job, so telephone and online bookings have one too.
- 2
Choose Add a document.
PDFs, Word, Excel, CSV, text and images, up to 10 MB each. Several at once is fine.
- 3
Give it a name the customer will recognise.
Rename turns “tob-v4-FINAL-2.pdf” into “Terms of business”, and that is the name on the attachment that lands in their inbox.
- 4
Decide who gets it.
Everything you add is set to go to the customer. Keep internal takes it back — use it for anything with your costs on.
- 5
Send the quote as you normally would.
The documents go out as real attachments on that email, and they are also listed on the customer's page.
Worth knowing
Internal only means internal
A document marked internal is never attached to an email and never appears on the customer's page — not even if they have the link. The supplier breakdown with your margins on it is exactly what this is for.
Too big to attach still arrives
Mail servers reject large attachments, so anything that will not fit the email is listed in it with a download link instead. Nothing you attached ever quietly goes missing.
It is a copy and a link
They get the file to keep, and the same documents stay on their page. Withdraw one and it disappears from the page, though the copy already in their inbox is theirs.