Attach files to quotes, invoices and agreements

The spec sheet, the before photo, the permit: attach them to the document they belong to and the client finds them where they pay or sign.

1. On any quote, invoice or agreement, press Attach a file. PDF, JPG, PNG or WebP, 10 MB each, up to five per document.
2. Files picked before the first save ride along and bind to the document when it saves.
3. Send as usual. The email lists the file names and points at the client’s page; nothing heavy lands in their inbox.

The client’s page shows Attached documents with links that stay good for a day and renew on every visit. The client card gathers every document’s files in one Documents list, and the office opens any file through a permission-checked link.