Configure Quote Attachments

Learn how to configure default and individual quote attachments in Squeegee. These can be set to be sent automatically with the quote.

Squeegee Team
7 steps
43 seconds

Sqgee

Configure Quote Attachments in Bulk

To adjust your quote attachment settings globally, head to Settings > Quotes.

Then, scroll to the bottom and click 'Default Quote Attachments'.

Here, you can select each individual quote attachment you want to be attached by default, or you can click 'Select All'. You should see the option to: - Attach quote as a PDF on quote emails - Attach quote attachments to quote emails - Attach any quote custom fields

Ensure to click 'SAVE' to confirm your choices.

Configure Quote Attachments per Individual Customer

If you just want to enable this for one customer, you can click into them and use the top right three dots to 'Edit Customer'.

Then, scroll right to the botton and you will see the option to: - Attach quote as a PDF on quote emails - Attach quote attachments to quote emails You can select yes, no or default to revert to your global setup.

You can also enable any quote custom forms for automatic attachment by selecting 'SELECT FORMS' on the 'Attach Quote Custom Forms To Quote Emails' option. Ensure to click 'SAVE' on the 'Edit Customer' form.