How to attach files to your VisionWin quotes? Attaching files to your VisionWin quotes is an efficient way to share additional information with your clients. Whether you need to include technical specifications, images or supporting documents, VisionWin allows you to attach files quickly and easily. With this feature, you will be able to enrich your budgets and provide your clients with all the information they need to make an informed decision. In this article, we will show you step by step how to attach files to your VisionWin quotes and get the most out of this useful tool.

– Step by step -- How to attach files to your VisionWin budgets?

How to attach files to your VisionWin quotes?

• Log in in your VisionWin account.
• Select the budget to which you want to attach a file.
• Click the “Attach file” button to open the file explorer on your computer.
• Choose the file that you want to attach and click "Open."
• Wait for the file to load completely.
• Confirm file attachment by clicking “Save” or “Attach”.
• Verify that the file has been attached correctly to the budget.

FAQ

Frequently Asked Questions about Attaching Files to your VisionWin Quotes

How to attach a file to a quote in VisionWin?

1. Log in in your VisionWin account.
2. Select the quote you want to attach the file to.
3. Click the “Attach Files” button.
4. Select the file you want to attach from your computer.
5. Click “Attach” to upload the file to the budget.

Can I attach multiple files to a quote in VisionWin?

1. After selecting the quote, click “Attach Files.”
2. Select the files you want to attach from your computer.
3. Click “Attach” to upload all files to the selected budget.

What is the file size limit I can attach in VisionWin?

1. El file size limit to attach in VisionWin is 25MB.
2. If a file exceeds this limit, it is recommended compress or split it in smaller parts.

What file types can I attach to my quotes in VisionWin?

1. In VisionWin, you can attach common format files such as PDF, Word, Excel, JPEG, PNG, among others.
2. If you have questions about a specific type of file, we recommend consult with VisionWin support.

Is it possible to attach files from my phone or mobile device in VisionWin?

1. To attach files from your phone or mobile device, you must access your VisionWin account using a mobile web browser.
2. Once inside your account, follow the same steps to attach files to your budgets like you would on a computer.

What happens if the file I attached does not load correctly into VisionWin?

1. In case a file does not upload correctly, we recommend check internet connection and try again.
2. If the problem persists, contact VisionWin technical support to get help.

Can I view the files attached to my quotes in VisionWin from any device?

1. The files attached to your quotes in VisionWin are accessible from any device with access to your account.
2. You can view and download the files from your computer, phone or tablet smoothly.

Do I have the ability to delete files attached to my quotes in VisionWin?

1. To delete an attachment, select the quote and look for the option «Manage attachments».
2. There you will find the option to remove attachments to the selected budget.

Can I attach files to client quotes in VisionWin?

1. In VisionWin, you can also attach files to client quotes following the same steps mentioned above.
2. This allows you send additional information or important documents budget-related to your clients.

Is there a limit to the number of files I can attach to a quote in VisionWin?

1. As of now, VisionWin does not have a specific limit on the number of files you can attach to a budget.
2. However, it is recommended keep a reasonable number of attachments for better organization and ease of access.

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