Attachments

Attachments allow customers and admins to share files directly on a quote (specs, drawings, contracts, requirements, etc.).

Typical Attachments

  • PDFs with specifications
  • Spreadsheets (bill of materials)
  • Images/screenshots for clarification
  • Signed documents (if used with signing workflows)

Configuration

  • b2bquote/attachments/allowed_extensions
  • b2bquote/attachments/max_filesize_mb
  • b2bquote/attachments/disabled_statuses

Screenshot placeholder: attachments tab + upload form
File: ./_screenshots/quote-attachments.png

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