Attachments and notes
Each enquiry can carry files and shared notes. Attachments are documents sent alongside the quotation email. Universal Notes are internal scratchpads visible to your team.
Attachments
What they are
Attachments are files you upload against an enquiry so they travel with the quotation when you email it to the customer. Common examples: technical datasheets, certifications, drawings, or reference images.
Upload attachments
- Open the enquiry from the Enquiry Bank.
- From the actions menu, choose Attachments (View or upload files).
- The Attachments modal opens showing any existing files.
- Click Upload or drag files into the drop area.
- The file is stored and will be included the next time you send a quotation from this enquiry.
Remove an attachment
In the same Attachments modal, click the delete icon next to a file. Confirm removal. Removing a file here does not affect quotations already sent — those emails retain whatever was attached at send time.
Where attachments appear
- In the Send Quotation flow, the attachments section shows which files will be included.
- In Mail History, each sent record lists the attachments that went with it.
- On the enquiry detail screen, the Attachments action shows the current file set.
Universal notes
What they are
Universal notes are an internal space tied to the enquiry where your team can leave comments and files that the customer never sees. Use them for context, decisions, or internal documents related to the deal.
Add a note
- Open the enquiry from the Enquiry Bank.
- From the actions menu, choose Universal Notes.
- The notes modal opens. Type your note and optionally attach files.
- Save. The note is visible to anyone who opens this enquiry's universal notes.
View and manage notes
The same modal lists all notes chronologically. Each entry shows who wrote it and when. Files attached to notes can be downloaded from the list.
Common questions
What is the difference between an attachment and a universal note file?
Attachments are sent to the customer with the quotation email. Universal note files are internal — they stay inside the system and are never emailed.
Is there a file size limit?
Your firm has a storage quota. If the quota is reached, uploads are blocked until space is freed. Check your storage usage under Settings → Billing.
Can I add attachments after the quotation has been sent?
Yes. New attachments will be included with the next quotation you send from this enquiry. Previously sent emails are not affected.