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How To Send Invoices and Estimates with Attachments in Tekmatix
How To Send Invoices and Estimates with Attachments in Tekmatix
Want to make your invoices and estimates more informative and professional? Tekmatix now lets you attach up to 10 files (totaling 20MB) to invoices, estimates, and templates—so you can send terms, visuals, specs, or other supporting documents in one seamless package.
Why This Matters
Including attachments makes your proposals and billing more clear, credible, and client-ready. Instead of sending additional emails or links, your clients get everything in one go—faster approvals, less confusion.
What You Can Attach
This feature is available in:
Invoices
Recurring Invoices
Estimates
Estimate Templates
You can upload files like:
Product/service specifications
Terms and conditions
Reference images or mockups
Signed agreements
Any supporting documentation under 20MB total
How to Add Attachments in Tekmatix
Step 1: Go to Estimates or Invoices
Navigate to Payments > Invoices & Estimates > Invoices
Step 2: Create or Edit a Document
Select an existing estimate/invoice or click to create a new one.
Step 3: Click the Attachment Icon
Look for the paperclip icon next to your estimate/invoice settings.
Step 4: Upload Your Files
Select files from your device (up to 10 files, 20MB total).
You’ll see your files listed after uploading.
Step 5: Send It Out
When the invoice/estimate is emailed to the client, the files are included in the initial email.
📝 Note: Attachments are only sent the first time you send the invoice/estimate. They won’t be included in follow-up or recurring emails.
Sample Scenario
Case: A Design Agency Sending a Project Quote
Archie runs a creative agency. When sending an estimate to a client for a website redesign, he attaches:
A detailed scope of work (PDF)
Visual mockups (JPEGs)
Payment terms (PDF)
With just one send, the client receives all the info they need to approve and move forward—no back-and-forth emails required.
Tips for Best Use
Compress large files before uploading to stay within the 20MB limit.
Use descriptive filenames (e.g., ProjectScope_ClientA.pdf) to keep things clear.
Only include essential documents to avoid overwhelming the recipient.
If you need to resend, create a new invoice or manually email the attachments.
Latest Blog Posts
How To Send Invoices and Estimates with Attachments in Tekmatix
How To Send Invoices and Estimates with Attachments in Tekmatix
Want to make your invoices and estimates more informative and professional? Tekmatix now lets you attach up to 10 files (totaling 20MB) to invoices, estimates, and templates—so you can send terms, visuals, specs, or other supporting documents in one seamless package.
Why This Matters
Including attachments makes your proposals and billing more clear, credible, and client-ready. Instead of sending additional emails or links, your clients get everything in one go—faster approvals, less confusion.
What You Can Attach
This feature is available in:
Invoices
Recurring Invoices
Estimates
Estimate Templates
You can upload files like:
Product/service specifications
Terms and conditions
Reference images or mockups
Signed agreements
Any supporting documentation under 20MB total
How to Add Attachments in Tekmatix
Step 1: Go to Estimates or Invoices
Navigate to Payments > Invoices & Estimates > Invoices
Step 2: Create or Edit a Document
Select an existing estimate/invoice or click to create a new one.
Step 3: Click the Attachment Icon
Look for the paperclip icon next to your estimate/invoice settings.
Step 4: Upload Your Files
Select files from your device (up to 10 files, 20MB total).
You’ll see your files listed after uploading.
Step 5: Send It Out
When the invoice/estimate is emailed to the client, the files are included in the initial email.
📝 Note: Attachments are only sent the first time you send the invoice/estimate. They won’t be included in follow-up or recurring emails.
Sample Scenario
Case: A Design Agency Sending a Project Quote
Archie runs a creative agency. When sending an estimate to a client for a website redesign, he attaches:
A detailed scope of work (PDF)
Visual mockups (JPEGs)
Payment terms (PDF)
With just one send, the client receives all the info they need to approve and move forward—no back-and-forth emails required.
Tips for Best Use
Compress large files before uploading to stay within the 20MB limit.
Use descriptive filenames (e.g., ProjectScope_ClientA.pdf) to keep things clear.
Only include essential documents to avoid overwhelming the recipient.
If you need to resend, create a new invoice or manually email the attachments.
Marketing
How To Send Invoices and Estimates with Attachments in Tekmatix
How To Send Invoices and Estimates with Attachments in Tekmatix
Want to make your invoices and estimates more informative and professional? Tekmatix now lets you attach up to 10 files (totaling 20MB) to invoices, estimates, and templates—so you can send terms, visuals, specs, or other supporting documents in one seamless package.
Why This Matters
Including attachments makes your proposals and billing more clear, credible, and client-ready. Instead of sending additional emails or links, your clients get everything in one go—faster approvals, less confusion.
What You Can Attach
This feature is available in:
Invoices
Recurring Invoices
Estimates
Estimate Templates
You can upload files like:
Product/service specifications
Terms and conditions
Reference images or mockups
Signed agreements
Any supporting documentation under 20MB total
How to Add Attachments in Tekmatix
Step 1: Go to Estimates or Invoices
Navigate to Payments > Invoices & Estimates > Invoices
Step 2: Create or Edit a Document
Select an existing estimate/invoice or click to create a new one.
Step 3: Click the Attachment Icon
Look for the paperclip icon next to your estimate/invoice settings.
Step 4: Upload Your Files
Select files from your device (up to 10 files, 20MB total).
You’ll see your files listed after uploading.
Step 5: Send It Out
When the invoice/estimate is emailed to the client, the files are included in the initial email.
📝 Note: Attachments are only sent the first time you send the invoice/estimate. They won’t be included in follow-up or recurring emails.
Sample Scenario
Case: A Design Agency Sending a Project Quote
Archie runs a creative agency. When sending an estimate to a client for a website redesign, he attaches:
A detailed scope of work (PDF)
Visual mockups (JPEGs)
Payment terms (PDF)
With just one send, the client receives all the info they need to approve and move forward—no back-and-forth emails required.
Tips for Best Use
Compress large files before uploading to stay within the 20MB limit.
Use descriptive filenames (e.g., ProjectScope_ClientA.pdf) to keep things clear.
Only include essential documents to avoid overwhelming the recipient.
If you need to resend, create a new invoice or manually email the attachments.
How To Send Invoices and Estimates with Attachments in Tekmatix
How To Send Invoices and Estimates with Attachments in Tekmatix
Want to make your invoices and estimates more informative and professional? Tekmatix now lets you attach up to 10 files (totaling 20MB) to invoices, estimates, and templates—so you can send terms, visuals, specs, or other supporting documents in one seamless package.
Why This Matters
Including attachments makes your proposals and billing more clear, credible, and client-ready. Instead of sending additional emails or links, your clients get everything in one go—faster approvals, less confusion.
What You Can Attach
This feature is available in:
Invoices
Recurring Invoices
Estimates
Estimate Templates
You can upload files like:
Product/service specifications
Terms and conditions
Reference images or mockups
Signed agreements
Any supporting documentation under 20MB total
How to Add Attachments in Tekmatix
Step 1: Go to Estimates or Invoices
Navigate to Payments > Invoices & Estimates > Invoices
Step 2: Create or Edit a Document
Select an existing estimate/invoice or click to create a new one.
Step 3: Click the Attachment Icon
Look for the paperclip icon next to your estimate/invoice settings.
Step 4: Upload Your Files
Select files from your device (up to 10 files, 20MB total).
You’ll see your files listed after uploading.
Step 5: Send It Out
When the invoice/estimate is emailed to the client, the files are included in the initial email.
📝 Note: Attachments are only sent the first time you send the invoice/estimate. They won’t be included in follow-up or recurring emails.
Sample Scenario
Case: A Design Agency Sending a Project Quote
Archie runs a creative agency. When sending an estimate to a client for a website redesign, he attaches:
A detailed scope of work (PDF)
Visual mockups (JPEGs)
Payment terms (PDF)
With just one send, the client receives all the info they need to approve and move forward—no back-and-forth emails required.
Tips for Best Use
Compress large files before uploading to stay within the 20MB limit.
Use descriptive filenames (e.g., ProjectScope_ClientA.pdf) to keep things clear.
Only include essential documents to avoid overwhelming the recipient.
If you need to resend, create a new invoice or manually email the attachments.
CRM
How To Send Invoices and Estimates with Attachments in Tekmatix
How To Send Invoices and Estimates with Attachments in Tekmatix
Want to make your invoices and estimates more informative and professional? Tekmatix now lets you attach up to 10 files (totaling 20MB) to invoices, estimates, and templates—so you can send terms, visuals, specs, or other supporting documents in one seamless package.
Why This Matters
Including attachments makes your proposals and billing more clear, credible, and client-ready. Instead of sending additional emails or links, your clients get everything in one go—faster approvals, less confusion.
What You Can Attach
This feature is available in:
Invoices
Recurring Invoices
Estimates
Estimate Templates
You can upload files like:
Product/service specifications
Terms and conditions
Reference images or mockups
Signed agreements
Any supporting documentation under 20MB total
How to Add Attachments in Tekmatix
Step 1: Go to Estimates or Invoices
Navigate to Payments > Invoices & Estimates > Invoices
Step 2: Create or Edit a Document
Select an existing estimate/invoice or click to create a new one.
Step 3: Click the Attachment Icon
Look for the paperclip icon next to your estimate/invoice settings.
Step 4: Upload Your Files
Select files from your device (up to 10 files, 20MB total).
You’ll see your files listed after uploading.
Step 5: Send It Out
When the invoice/estimate is emailed to the client, the files are included in the initial email.
📝 Note: Attachments are only sent the first time you send the invoice/estimate. They won’t be included in follow-up or recurring emails.
Sample Scenario
Case: A Design Agency Sending a Project Quote
Archie runs a creative agency. When sending an estimate to a client for a website redesign, he attaches:
A detailed scope of work (PDF)
Visual mockups (JPEGs)
Payment terms (PDF)
With just one send, the client receives all the info they need to approve and move forward—no back-and-forth emails required.
Tips for Best Use
Compress large files before uploading to stay within the 20MB limit.
Use descriptive filenames (e.g., ProjectScope_ClientA.pdf) to keep things clear.
Only include essential documents to avoid overwhelming the recipient.
If you need to resend, create a new invoice or manually email the attachments.
How To Send Invoices and Estimates with Attachments in Tekmatix
How To Send Invoices and Estimates with Attachments in Tekmatix
Want to make your invoices and estimates more informative and professional? Tekmatix now lets you attach up to 10 files (totaling 20MB) to invoices, estimates, and templates—so you can send terms, visuals, specs, or other supporting documents in one seamless package.
Why This Matters
Including attachments makes your proposals and billing more clear, credible, and client-ready. Instead of sending additional emails or links, your clients get everything in one go—faster approvals, less confusion.
What You Can Attach
This feature is available in:
Invoices
Recurring Invoices
Estimates
Estimate Templates
You can upload files like:
Product/service specifications
Terms and conditions
Reference images or mockups
Signed agreements
Any supporting documentation under 20MB total
How to Add Attachments in Tekmatix
Step 1: Go to Estimates or Invoices
Navigate to Payments > Invoices & Estimates > Invoices
Step 2: Create or Edit a Document
Select an existing estimate/invoice or click to create a new one.
Step 3: Click the Attachment Icon
Look for the paperclip icon next to your estimate/invoice settings.
Step 4: Upload Your Files
Select files from your device (up to 10 files, 20MB total).
You’ll see your files listed after uploading.
Step 5: Send It Out
When the invoice/estimate is emailed to the client, the files are included in the initial email.
📝 Note: Attachments are only sent the first time you send the invoice/estimate. They won’t be included in follow-up or recurring emails.
Sample Scenario
Case: A Design Agency Sending a Project Quote
Archie runs a creative agency. When sending an estimate to a client for a website redesign, he attaches:
A detailed scope of work (PDF)
Visual mockups (JPEGs)
Payment terms (PDF)
With just one send, the client receives all the info they need to approve and move forward—no back-and-forth emails required.
Tips for Best Use
Compress large files before uploading to stay within the 20MB limit.
Use descriptive filenames (e.g., ProjectScope_ClientA.pdf) to keep things clear.
Only include essential documents to avoid overwhelming the recipient.
If you need to resend, create a new invoice or manually email the attachments.
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Web Design
How To Send Invoices and Estimates with Attachments in Tekmatix
How To Send Invoices and Estimates with Attachments in Tekmatix
Want to make your invoices and estimates more informative and professional? Tekmatix now lets you attach up to 10 files (totaling 20MB) to invoices, estimates, and templates—so you can send terms, visuals, specs, or other supporting documents in one seamless package.
Why This Matters
Including attachments makes your proposals and billing more clear, credible, and client-ready. Instead of sending additional emails or links, your clients get everything in one go—faster approvals, less confusion.
What You Can Attach
This feature is available in:
Invoices
Recurring Invoices
Estimates
Estimate Templates
You can upload files like:
Product/service specifications
Terms and conditions
Reference images or mockups
Signed agreements
Any supporting documentation under 20MB total
How to Add Attachments in Tekmatix
Step 1: Go to Estimates or Invoices
Navigate to Payments > Invoices & Estimates > Invoices
Step 2: Create or Edit a Document
Select an existing estimate/invoice or click to create a new one.
Step 3: Click the Attachment Icon
Look for the paperclip icon next to your estimate/invoice settings.
Step 4: Upload Your Files
Select files from your device (up to 10 files, 20MB total).
You’ll see your files listed after uploading.
Step 5: Send It Out
When the invoice/estimate is emailed to the client, the files are included in the initial email.
📝 Note: Attachments are only sent the first time you send the invoice/estimate. They won’t be included in follow-up or recurring emails.
Sample Scenario
Case: A Design Agency Sending a Project Quote
Archie runs a creative agency. When sending an estimate to a client for a website redesign, he attaches:
A detailed scope of work (PDF)
Visual mockups (JPEGs)
Payment terms (PDF)
With just one send, the client receives all the info they need to approve and move forward—no back-and-forth emails required.
Tips for Best Use
Compress large files before uploading to stay within the 20MB limit.
Use descriptive filenames (e.g., ProjectScope_ClientA.pdf) to keep things clear.
Only include essential documents to avoid overwhelming the recipient.
If you need to resend, create a new invoice or manually email the attachments.
How To Send Invoices and Estimates with Attachments in Tekmatix
How To Send Invoices and Estimates with Attachments in Tekmatix
Want to make your invoices and estimates more informative and professional? Tekmatix now lets you attach up to 10 files (totaling 20MB) to invoices, estimates, and templates—so you can send terms, visuals, specs, or other supporting documents in one seamless package.
Why This Matters
Including attachments makes your proposals and billing more clear, credible, and client-ready. Instead of sending additional emails or links, your clients get everything in one go—faster approvals, less confusion.
What You Can Attach
This feature is available in:
Invoices
Recurring Invoices
Estimates
Estimate Templates
You can upload files like:
Product/service specifications
Terms and conditions
Reference images or mockups
Signed agreements
Any supporting documentation under 20MB total
How to Add Attachments in Tekmatix
Step 1: Go to Estimates or Invoices
Navigate to Payments > Invoices & Estimates > Invoices
Step 2: Create or Edit a Document
Select an existing estimate/invoice or click to create a new one.
Step 3: Click the Attachment Icon
Look for the paperclip icon next to your estimate/invoice settings.
Step 4: Upload Your Files
Select files from your device (up to 10 files, 20MB total).
You’ll see your files listed after uploading.
Step 5: Send It Out
When the invoice/estimate is emailed to the client, the files are included in the initial email.
📝 Note: Attachments are only sent the first time you send the invoice/estimate. They won’t be included in follow-up or recurring emails.
Sample Scenario
Case: A Design Agency Sending a Project Quote
Archie runs a creative agency. When sending an estimate to a client for a website redesign, he attaches:
A detailed scope of work (PDF)
Visual mockups (JPEGs)
Payment terms (PDF)
With just one send, the client receives all the info they need to approve and move forward—no back-and-forth emails required.
Tips for Best Use
Compress large files before uploading to stay within the 20MB limit.
Use descriptive filenames (e.g., ProjectScope_ClientA.pdf) to keep things clear.
Only include essential documents to avoid overwhelming the recipient.
If you need to resend, create a new invoice or manually email the attachments.
