Sometimes a quotation alone is not enough and you want to include additional proof, such as a detailed project description, product information or a technical design. In Teamleader One, you can easily add these documents whilst creating your quotation.
General terms and conditions versus additional attachments
It is important to make the distinction here:
General terms and conditions: This document applies to all your customers. It is best to upload your terms and conditions via your Invoice settings. That way, the file is automatically sent with every quotation and invoice without you having to think about it every time.
Additional attachments: This option when creating a quotation is intended for documents that belong specifically to that quotation and therefore differ per customer or per order.
How do you add additional attachments?
You add attachments at the moment you create or edit the quotation, so before you finalise it:
Go to Quotations.
Create a new quotation or open a draft quotation.
On the right-hand side, you can add attachments using the Add quotation attachment button.
Once the attachment is uploaded, you can finalise and send the quotation.
Good to know
You can add up to 5 attachments per quotation. This includes your general terms and conditions, if you have added those in your Invoice settings.
- An attachment may not exceed 10 MB and the total size of all attachments together may not exceed 10 MB either (e.g. you can add 5 attachments of 2 MB each).
We support the file types .pdf, .jpeg, .png, .csv, .xlsx and .ods.
The attachments are sent as separate files via email or Peppol.
This way, you can offer your customers complete transparency and all the information they need to accept your proposal more quickly!