Create a General Document
The most impactful way to include a document like a certificate of insurance, warranty details, licensing, or even color selection sheet is by uploading the PDF file to your Presentation.
📝 Note: Presentations are exclusively available in the Business subscription.
Here's how to do it:
Click the person icon in the top right of your page and go to your Account Settings > Presentations section. Click the presentation you want to edit.
Locate the page where you want to add the document and click on Add Section from the toolbar on the left.
Select the Documents section.
From there, upload your document in PDF format and make any necessary adjustments to the title and description -- You can see a preview of your changes in the right window. To include more documents select +add document and repeat the process.
Adding a specific document to an estimate
In certain situations, you might need to incorporate a client-specific document into an estimate.
Here's what you can do:
On the Documents section you just created, select the Advanced tab at the top.
Click the Allow Estimators to Customize or Hide this section on each quote checkbox. You will then be able to add more documents to a presentation directly within the estimate.
Click the Presentation tab at the top of your estimate. The documents section should be showing, which you can then select to edit
You can then add another document which will only appear on this specific estimate.
Alternatively, you could add the PDF document to a line item as a screenshot.
Capture a screenshot of your PDF document and save it as a .jpg or .png file.
On a line item or designated area, click on Add Media and upload the saved screenshot.
You now have the option to enter a title, and caption and specify whether you want this image to appear on the estimate, the work order, or both.
For any questions please reach out to support@paintscout.com