How we Attached Document in Quotation

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  • You can also attach a document-related quotation as supporting evidence. 
  • If you want to attach a document, click on the button “Add Document.” A pop-up window will come in front of you; it will allow you to choose the file from your system. Select the file from the system and then upload it.
  • You can see file details like file name, uploaded by, uploaded date, file size, and a delete option is also given in a red icon. 
  • If you want to recheck the document, you can click on the “view details” option located on the right side of the document block. 
  • To change the document, you can click on the “choose file” option and then select another file as per requirement and then upload it and save it. 
  • It will display on the front screen of the invoice. 

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How we Attached Document in Quotation

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