How to attach files to your Billage estimates?
Attaching files to your quotes in Billage is a quick and easy way to include all the relevant information for your clients. With Billage, you can attach files like PDFs, spreadsheets, images, and much more. How to attach files to your Billage estimates? It is a common question among our users, and we are here to explain step by step how to do it. So don't miss the opportunity to make the most of this functionality and provide your customers with all the information they need in one place. Read on to find out how to attach files to your quotes in Billage.
– Step by step -- How to attach files to your Billage budgets?
How to attach files to your Billage estimates?
- Log in to your Billage account: Enter your username and password on the Billage login page.
- Access the Budget module: Once inside your account, go to the Budgets module in the main menu of the platform.
- Select the quote you want to attach a file to: Find the specific quote you want to add a file to and click to open it.
- Click the “Attach file” button: Within the selected budget, look for the button that will allow you to attach files and click on it.
- Select the file you want to attach: Select the file you want to attach from your computer and then click “Open” to attach it to the quote.
- Save the changes: Once you've attached the file, don't forget to save your changes so the information stays up to date in your Billage account.
FAQ
How to attach files to your Billage estimates?
- Log in to your Billage account.
- Select the "Budgets" option in the main menu.
- Create a new budget or select an existing one.
- Click “Attach File” in the budget section.
- Select the file you want to attach from your computer.
- Save the changes and the file will be attached to the budget.
Can I attach multiple files to a quote?
- Yes, you can attach multiple files to a quote in Billage.
- Once you've attached a file, repeat the steps above to attach another.
- Attachments will be displayed next to the quote for easy access.
What type of files can I attach to my quotes?
- You can attach files of any type, such as images, documents, spreadsheets, etc.
- There are no restrictions on the format of files you can attach.
Is there a limit on the size of files I can attach?
- In Billage, you can attach files up to 20 MB in size.
- If you need to attach larger files, consider zipping them or using a cloud storage service and providing a link in the quote.
How can I view the files attached to a quote?
- Simply click on the attachment you want to view in the budget section.
- The file will open in a new browser tab for viewing or downloading.
How can I remove an attachment from a quote?
- Go to the budget attachments section in Billage.
- Locate the file you want to delete and click the “Delete” option next to it.
- Confirm the deletion and the file will be removed from the quote.
Can I attach files to quotes from my mobile device?
- Yes, you can attach files to your quotes from mobile devices.
- Log in to your Billage account from the web browser on your mobile device.
- Follow the same steps as you would in the desktop version to attach files to your quotes.
Can I share files attached to a quote with others?
- In Billage, you can share attachments with others by providing them with the direct link to the file.
- Simply copy the link from the attached file and share it with the people you want to share it with.
Can I attach files to client quotes in Billage?
- Yes, you can attach files to client quotes in Billage the same way you would with a regular quote.
- Attached files will remain associated with the client's quote for future reference.
Can I add a note or description to the attachments in my quotes?
- At the moment, it is not possible in Billage to directly add a note or description to attachments in quotes.
- However, you can include any relevant information in the body of the quote or in the comments related to the attachment.