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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.

Updated on October 20, 2020

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