adding files and pdf's to a quote
Hello,
I want to attach some external files and pdf's to a quote. How can this be done?
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Hey Sander,
If you're saying you want to store files with the quote in Flex, then you can use a "Document" element as a child of the Quote. Look under the Add Child Elements menu of a Quote and see if it's turned on for your system.
If it's PDFs you want to print/generate with the quote for use across multiple quotes, then these 2 articles below should help.
https://helpcenter.flexrentalsolutions.com/hc/en-us/articles/9072140072471-Static-Reports
https://helpcenter.flexrentalsolutions.com/hc/en-us/articles/8557623832471-Report-GroupsIf it's PDFs you want to print/generate with the quote for only a single quote/job, then you're better off editing the PDF outside of Flex and adding the additional PDF pages.
You question was a bit vague, so chime back if you need additional information.
Aaron Horn
Flex Consultant (endorsed by Flex)
aaronjhorn@gmail.com -
Hi Sander,
Aaron is correct with his first thought. "Document" is the "bootstrap" name we have for the Remote File List. Elements of this definition allow you add links or upload any file type, so this is useful to link "external files" hosted in Google Drive, Dropbox, etc., as well as directly upload files to your Flex account.
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