Attachments in Estimates | Clixio Changelog
- Users can now attach up to 10 files to an estimate which will go along with the email.
- Total file size limit is 20MB per estimate.
- Attachments provide flexibility to include additional documents like specifications, terms, or visual materials.
- Go 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
- To streamline sharing of detailed and supporting documents with clients.
- Provides a professional, comprehensive package within the estimate.
- Helps users communicate clearly, avoiding back-and-forth exchanges for additional details.
- Editing in recurring invoices
- Editing in invoices with payment schedules
- Reminder configurations within business hours
