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! 

@bigbendtreeservi 

You need a 3rd party app to do so.

I'm also looking for this same functionality but automatically attaching Ts & Cs to both Estimates and Invoices.

This initial query was made in 2020 but I still can't see it as an option now, 3 years later. Has this been added to the roadmap?

It's nice to have you here, Lorna. We value your business and are committed to providing the best possible service.

The ability to automatically attach terms and conditions to your estimates and invoice is currently unavailable. 

Alternatively, we can manually attach documents to your invoice using the attachment feature in QuickBooks Online. Here's how to attach files on the Attachments page:

1. Go to the Gear icon and select Attachments.
2. Click the Attachments icon to open the files.
3. Hold the CTRL button on your keyboard and select the items to upload.
4. Once everything is set, release the CTRL button and hit Open.

To attach documents on transactions:

1. Open any income or expense transactions in QBO.
2. At the bottom click the Attachments icon.
3. Do steps 3 and 4 from the instruction above.
4. Make sure to click the Attach to email option.

Learn more about this Attachments feature by checking out this article: Attachments in QuickBooks Online.

Being able to attach documents to your sales transactions automatically would be awesome. You can also share your thoughts and ideas through your account. Our product development team reviews all the feedback we receive to ensure we’re meeting the needs of our customers. 

Here's how:

1. Select the Gear icon at the top, then Feedback
2. Enter your comments or product suggestions then select Next.
3. You'll be provided a list of suggested Help articles related to your comment. You can read through them or select Skip and send message.
4. From the drop-down, choose the appropriate category, then select Send message.

For tips and other resources, you can visit our website for future reference: Self-help articles.

Let me know if you need further help with attachments or other QuickBooks topics in the comment. I'm always here to help you. Have a wonderful day!

Is there a chance this function will be added in the near future?

Let me ensure you can deliver your insights directly to our product engineers so they can include your suggestions in future product updates, Machuatl.

I can see the convenience of having the ability to automatically attach your terms and conditions directly to your customer forms. As QuickBooks aims to improve the program's compatibility, we're unable to provide a specific timeframe as to when this feature will be available in the program.

Nonetheless, our software engineers regularly review customer feedback to enhance your overall product experience.

With that, you can submit your product ideas from your online account. To do that:

1. Sign in to your QBO account.
2. Click the Gear icon at the top, then choose Feedback.
3. Enter the new features you would like us to add in the description box.
4. Select Next to submit feedback.

You can also visit our QuickBooks Online Blog to be updated about our latest news, features, and updates about QuickBooks Online and what our Product Care Team is working on.

Moreover, I'll include this guide to help you track and enter customer-paid invoices to ensure the accuracy of your accounts: Record invoice payments in QuickBooks Online.

I'll leave this thread available so you can always reply in the comments below whenever you need further assistance managing customer sales transactions. Stay safe!

@Machuatl 

If you run a service business, you can use a proposal management app to integrate with QBO. The downside is that you can't use QB Payment to receive payments.