Quotation photos

Add images to quotations for clearer offers and PDFs.

Quotation photos add visual context to a quotation.

Use them to show products, site conditions, or scope details.

This beta can still change during the program.

What this beta does

You can add images to a quotation in more than one way.

You can also include them in the quotation PDF.

Scheme settings can control whether those images move to a work order later.

To join an open beta:

1. Open Beta programs from the menu.
2. Find the beta you want to test.
3. Open the beta and read the About tab.
4. Click Join beta.
5. Use the Feedback survey link while you test.

If the beta is not open yet, click I'm interested instead.

Add photos to a quotation

1

Open the quotation

Open the quotation you want to update.

2

Add the images

Upload images from your device.

You can also paste a file or screenshot into the description.

3

Check the PDF setup

Make sure your quotation layout includes images if you want them on the PDF.

4

Review conversion settings

If needed, update the scheme settings that control whether images copy to the work order.

Good uses for quotation photos

• show the current site condition
• support material or work choices
• add visual detail to the customer PDF

Frequently asked questions

Can photos appear on the quotation PDF?

Yes.

That depends on your quotation layout.

Can I paste a screenshot into the quotation?

Yes.

You can paste a file or screenshot into the description.

Do photos carry over to the work order?

They can.

That depends on the scheme settings.

Related topics

• Use quotation photos (beta)
• Create a quotation layout
• Generate a quotation PDF