We can’t attach a file (the actual quote generated by a 3rd party) to a quote. Our solution is to create a Note, then attach a PDF to the Note.
Clumbsy but it works.
Any ideas how to:
- Attach a PDF file to a quote. I can’t find the file upload field to add to the details list. Or,
- Change the name “Notes” under quotes to “Notes and Quote”. That would be a clue for our newer reps on how to find a copy of their PDF quote that our system automatically injects into SuiteCRM … as an attachement to a note in a quote!
Sounds like a Dr. Seuss ticket now. Thanks in advance!