Quotes - Attach file from library
The upgraded Quotes layout does not allow me to attach pdf's from the Files Section.
The only way to do this now is to download pdf from Files. Open Quote and Save it. Upload pdf.
This has significantly slowed down the workflow - please can Xero Quotes be able to add attachemnts from Files and before Saving.
5
votes
Nicola Rutter
shared this idea
-
Debbie Savill
commented
Yes, this is critical to workflow. Especially when you need pdf or photos to accompany quotes.