### Enhancing Your Estimates and Invoices with Attachments
In the hustle and bustle of managing a small to medium-sized business or service provision, efficiency and clarity in communication with your clients can set you apart. Whether you’re a coach, consultant, or CRM user, integrating features like attachments in your estimates and invoices can streamline your operations and provide added value to your clients. This update is relevant for those using platforms like HighLevel, Kajabi, HubSpot, ClickFunnels, and more.
#### What’s New?
Staying ahead in the competitive market means constantly adapting and improving. One such advancement is the ability to attach up to 10 files with a total size limit of 20MB to your estimates. This new feature provides flexibility, allowing you to include important documents like specifications, terms, or visual aids. It is now available across various platforms for invoices, recurring invoices, estimates, and estimate templates.
#### How to Use These New Features
Implementing this feature is simple and user-friendly. Here’s a quick guide:
1. Head over to the Estimates section under the Payments tab in your CRM or builder platform.
2. When creating or editing an estimate, locate the attachment icon.
3. Click on the icon to upload your files directly from your device.
4. Ensure your attachments do not exceed the total allowed size of 20MB.
Once uploaded, these files are seamlessly sent along with your estimate emails, ensuring your clients receive all the necessary information without hassle.
#### Why We Developed This Feature
In the pursuit of providing a professional and comprehensive package for clients, including attachments in estimates is a key enhancement. It simplifies the process of sharing detailed documents, reducing the need for back-and-forth communication. This improvement helps you communicate more effectively and present yourself as a thorough and reliable service provider.
#### What’s Next?
Looking ahead, we are committed to continually advancing and improving our offerings. Upcoming updates include the ability to edit recurring invoices and invoices with payment schedules. Additionally, we are refining reminder configurations to ensure they align perfectly with your business hours.
Ready to experience these innovations firsthand? Start your 14-day trial with us and join our learning community. We also offer custom AI and automation systems tailored to your business needs. Get in touch today and see how we can enhance your operational efficiency!
