Managing attachments in a quote
You can upload attachments to a quote, while creating or modifying a quote. For example, the requirements of the customer might have been e-mailed to the Field Sales Representative (FSR) as a Microsoft Office Word document and the FSR may want to attach the document to the quote, while creating the quote.
You can then refer to these quote attachments on a need basis. For example, while generating a proposal for the quote, you may want to refer to a document containing customer requirements, which you had previously attached to a quote. You can also download the existing attachment and print it.
You can also delete existing attachments.
By default, in Sterling Field Sales, you can add files with the
following extensions:
| File Extension | File Type |
|---|---|
.doc |
Microsoft Word (version 2003 or before) |
.docx |
Microsoft Word (version 2007 or later) |
.rtf |
Microsoft Rich Text Format |
.xls |
Microsoft Excel (version 2003 or before) |
.xlsx |
Microsoft Excel (version 2007 or later) |
.odt |
Open Document Text |
.ods |
Open Document Spreadsheet |
.pdf |
Portable Document Format |
.gif |
Graphics Interchange Format |
.png |
Portable Network Graphics |
.jpg |
Joint Photographic Experts Group Image Format |
.dxf |
Drawing Exchange Format |
.dwg |
Drawing binary format |
Note: Based on the customization done by your administrator,
the file types you can upload may be different from the list mentioned
in the table. For the exact list of file extensions supported, contact
your administrator.