How do I add a PDF to all my estimates?

You can add a PDF through your global estimate settings, such as a document containing your terms and conditions.

1. Open Settings → Estimate → Terms & Options.
2. Under PDF Attachment, select your PDF.
3. Enter a label that describes the document, such as “View terms and conditions.”
4. Select Update Settings.

The label appears as a clickable link at the bottom of your estimates. Customers select it to open the PDF.

Both a PDF and a label are required when adding an attachment. This is a global setting for all estimates, not an attachment for just one estimate.