The Default Email Attachments allows you add an attachment such as Terms & Conditions or another Resource Document to send automatically with your Quote Email.

This can be set by going to your Management Portal

  1. Select Settings cog from the top menu bar.
  2. Accounts.
  3. Select the Quotes tab.
  4. Scroll down to the Default Email Attachments.
  5. Once you have added your Default Email Attachments, you will select Save at the bottom of the page.