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How to add an attachment to a quote template

Add the attachment file by selecting Resources- Files in the left-hand menu of CRM. Once uploaded, click the … on the line of that file to copy the URL.

Next create an Email Template by clicking Communications – Emails-Templates in the left-hand menu of CRM. Name the new template ‘Quote’. Select ‘Email Elements’ and then button, paste the URL of the attachment file and edit the button colour and title.

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