You can add attachments to your estimates anytime it is in draft status. However, you cannot make changes once it has been sent.
Log into your account
From the menu, choose Estimates
Locate and open the estimate you want to add an attachment to
A new tab will open with the Estimate Builder
From the estimate menu, on the left-hand side, locate where it says ATTACHMENTS
Click the edit/pencil icon to add an attachment
A pop-up will appear
Choose Photo, Video, or Document from the tab options
Photos must be .jpg
Documents must be PDF
Videos cannot be uploaded directly, so you must enter the videos URL from Youtube
Upload the .jpg, PDF or add the YouTube Video URL
Click the black Add button
The photo, video or document will load and you will see the preview
Click the X on the pop-up screen
The attachments will now show under Attachments in the estimate
