Socket Pro Tips: Email File Attachments

There are times when you’re emailing a Quote to a customer where you’ll need to either add additional attachments (if using the Email File Attachments at the Quote Template level) or simply add attachments on a Quote-by-Quote basis.

Our improved Email File Attachment functionality allows you to add attachments when emailing the Quote to the Customer at the time of Quote generation, at the time of Quote Edit, and finally when sending an email from the Quotes tab as shown in the examples below:

Adding Additional Attachments on Quote Create:

The same steps will be followed whether you’re sending a revised Quote to the customer or emailing the Quote to the Customer from the Quotes tab by clicking on the “Email” button under the “Actions” column:

Adding Additional Attachments on Quote Edit

Email Quote to Customer (Quotes tab)