You may be trying to tie one or more documents to an estimate that will go to a customer.
We currently do not provide this feature but our users follow these simple steps to accomplish the task when the situation arises.
- First print the estimate (or invoice) and scan all the documents
- Then send all the information out from your regular email system using the scanned documents as an attachment.
Note: We had this feature using Online Collaboration
(but it was discontinued due to a Microsoft change in supported products) is under consideration due to changing technologies
) for your customer review and approval. Not enough customers were impacted without the feature, and the manual alternative has been accepted by the few who need to do so on a more periodic basis. We apologize for the inconvenience for those who need to work around the limitation.