9. Once the quote is uploaded, you need to change the “type” to indicate the type of document you have uploaded (email, contract, quote, PO etc). In this case, select “quote” The owner will default to you, but you can change this if required, by typing the relevant persons name into the “Owner” box
- You may add a description if you wish, and this will appear alongside the downloaded file
- Once done, click “save” on the right hand side
