What is Document Attachment?
Quotable allows you to attach supporting documents directly to Quotes, Purchase Orders, Sales Orders, Bills and Invoices. Upload reference files like specifications, contracts, delivery instructions, or any supporting documentation needed for your transactions.
Supported Document Types
Quotes
Attach product specifications, technical datasheets, terms and conditions, warranty information, or company certifications.
Purchase Orders (PO)
Attach delivery instructions, project specifications, compliance requirements, or internal approval documentation.
Sales Orders (SO)
Attach order confirmations, production schedules, quality certificates, packaging requirements, or shipping instructions.
Invoices/Bills
Attach delivery receipts, official sales invoices, proof of service, inspection reports, payment instructions, or tax documentation.
How to Attach Documents
When creating or editing a Quote, PO, SO, or Invoice, look for the attachment section in the form.
Click Attach Document or Upload File and select your file from your computer.
Supported formats: PDF, JPEG, JPG, PNG.
Add a brief description if needed. The file is saved with the document. You can attach multiple files to a single document.
Downloading Attached Documents
Open any Quote, PO, SO, or Invoice to see all attached documents in the attachments section. Click on any file to download it to your computer. Downloaded files retain their original format and filename. When you send documents to buyers or suppliers, attached files are included and recipients can download them.
Common Use Cases
Sellers with Quotes: Product specs, datasheets, certifications, warranty terms
Buyers with POs: Delivery instructions, project specs, compliance docs, location maps
Sellers with SOs: Order confirmations, production schedules, quality certificates
Sellers with Invoices: Delivery receipts, proof of service, inspection reports, payment instructions
Result
Document attachments keep all transaction-related files organized and accessible. Buyers and suppliers receive complete documentation packages, reducing back-and-forth emails and ensuring everyone has the information they need.
Tips
Use descriptive filenames before uploading for easy identification
Attach product specs to Quotes to answer buyer questions upfront
Include delivery instructions with POs to avoid fulfillment errors
Upload quality certificates with SOs to build buyer confidence
Attach delivery receipts to Invoices for faster payment approval
Use PDF for text documents, JPG/PNG for photos
Review attachments before sending documents
Remove outdated attachments when requirements change
Keep file sizes reasonable for faster uploads and downloads
Download important attachments for your local records
Keep all transaction documentation organized with document attachments, upload once, access anywhere, share seamlessly.