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bigbendtreeservi
Level 1

Is there a way to set up the estimate so that our terms and conditions attachment will automatically be included without having to attach it each time we send the email?

 
2 Comments
Tori B
QuickBooks Team

Is there a way to set up the estimate so that our terms and conditions attachment will automatically be included without having to attach it each time we send the email?

Hello, @bigbendtreeservi.

 

Thanks for reaching out to the Community. 

 

At this time, QuickBooks Online doesn't have the ability to have attachments included to an email automatically. However, I do see how this would be beneficial for you and your business. If you'd like, I can submit feedback to our product development team, so this could be included in a future update. 

 

Please let me know if you have further questions or concerns. You can always reach out to the Community or me anytime you need assistance. Take care! 

Fiat Lux - ASIA
Level 15

Is there a way to set up the estimate so that our terms and conditions attachment will automatically be included without having to attach it each time we send the email?

@bigbendtreeservi 

You need a 3rd party app to do so.

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