Attachments Tab 

Name, Select and Upload files to your Quote. This can be photos, documents, certificates, invoices or any other relevant files.

• Click +ADD
• Select Type of Attachment
• Title – Name you use for the attachment
• Upload files –> +CHOOSE –> find and Select your file
• +UPLOAD –> Check you have chosen the correct file. XCANCEL to begin process again
• Once uploaded – if correct, click SAVE

Activity Tab

Listed  order of activity in your Quote that can be filtered by column headings.

• Choose to SHOW ALL or SHOW ACTIONS

Activities are detailed by: Reference type, Reference, Description, Changed from, Changed To, Created (date/time) and Created by.