What’s New?
– Connectly users can now attach up to 10 files to an estimate which will accompany the email.
– The total file size limit is 20MB per estimate.
– Attachments provide the flexibility to include additional documents like specifications, terms, or visual materials.
This feature is available in:
- Invoices
- Recurring Invoices
- Estimates
- Estimate Templates
How to Use?
– Navigate to the Estimates section under the Payments tab.
– When creating or editing an estimate, look for the attachment icon.
– Click the icon to upload files from your device.
– Ensure that the total size of all attachments does not exceed 20MB.
– Users will receive these attachments in the emails.
Why We Built It?
– To streamline the sharing of detailed and supporting documents with clients.
– To provide a professional, comprehensive package within the estimate.
– To help users communicate clearly, thereby avoiding back-and-forth exchanges for additional details.
Note: Attachments are only sent when the invoice is sent for the first time and not for the ones that are subsequently scheduled.
What’s Next?
– Editing in recurring invoices
– Editing in invoices with payment schedules
– Reminder configurations within business hours