Docs / Quotes & jobs

Attach files & photos to a quote

Overview

Drop photos, drawings, and PDFs onto a job so everything for that deal lives in one place — the part photo, the spec sheet, the customer's reference shot. On Business and Pro, Setell can also read images and PDFs and use what it finds to help with the quote. You decide which files the customer sees.

What you can attach, by plan

  • Free: images and PDFs, up to 3 files per job.
  • Business: unlimited files, every common type (Word, Excel, text, and more), and Setell reads images and PDFs to help with quoting.
  • Pro: everything in Business, plus engineering drawing files (STEP, IGES, DWG, DXF) and automatic revision suggestions from what's in a file.
Reading images and PDFs (Business and Pro). On Free, files are stored but not read — they're attachments, nothing more. On Business and Pro, Setell looks inside an image or PDF and can pull useful details into your quote.

Steps

  1. Open the job. In the Files panel, choose a kind (Scoping, Supporting, Deliverable, or Kickoff), then click Upload — or just drag files onto the panel.
  2. The file lands in the list with a small label showing who added it — You, Customer, or Email.
  3. To let the customer see a file, flip its Share toggle on. Off means it stays private to you.
  4. Download any file anytime, or delete one you don't need.

What happens next

  • On Business and Pro, an image or PDF shows Parsed once Setell has read it — meaning its contents are available to help with the quote.
  • If readable files are already on the job when you draft — say, a part photo or spec sheet that came in with the customer's email — Setell factors what it read into the very first quote, not just later revisions.
  • Files marked Share appear in the customer's deal room; everything else stays on your side.
  • Deleted a file by accident? It can be restored within 30 days.

Troubleshooting

  • "Free plan supports images and PDFs only." You tried to upload a Word, Excel, or text file on Free. Upgrade to Business for all file types, or send it as a PDF.
  • "Free plan allows 3 attachments per job." You've hit the per-job limit. Upgrade to Business for unlimited, or remove a file you don't need.
  • "Drawing file parsing requires Pro." STEP, IGES, DWG, and DXF files are a Pro feature. Upgrade to attach and read them.
  • My file won't upload. Setell only accepts safe, common file types and checks each file's real contents. If a file is corrupted or an unsupported type, it's rejected — re-save it as a PDF or image and try again.

FAQ

  • Will my customer see everything I upload? No — only files with Share turned on. Everything else is private to you.
  • Does Setell read every file? It reads images and PDFs on Business and Pro to help with quoting. On Free, files are stored but not read.
  • What are the "kinds" for? They just help you organize — Scoping (input for the quote), Supporting, Deliverable (what you hand over), and Kickoff.
  • Can the customer upload files too? Yes — files they send show up here labeled Customer.

Related

docs/quotes/draft-quote · docs/deal-room/overview · docs/account/plans · docs/quotes/edit-line-items

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