How to upload a document to a rental quote

Navigating to add a document to a rental quote

1. Rental quote options

2. Upload documents

A user might want to attach a document to a rental quote, such as information about the customer, job site or equipment. The user can attach a document or image to the rental quote and it will display in the documents tab in the rental quote details., each time a new document is uploaded it will add a new attachment line.

Video Example