Merge Additional Documents to Your Rental Agreements, Quotes & Invoices
Simply send one document over to your customer, giving them all the information they need to see.
It’s common to want to send terms & conditions to your clients alongside rental agreements, or quotes, and ideally you want to send this all over as one document so it doesn’t become confusing. Well now you can!
Rather than adding additional documents as attachments to discussions, head to System Setup > Document Layouts and edit a document to get started.
When you add an additional PDF to a document, they’ll download together as one complete document. Remember - you can add more than one attachment, or change the documents attached at any time. Simply click the red cross next to the attachment to remove it.
When you’re done, click the blue ‘update document’ button.