Media on Deals

Add and preview photos, PDFs, and videos on deals. Use deal photos on linked estimates.

Important: Adding media to deals requires the paid Operations add-on.

PaintScout uses the same media experience across estimates, work orders, invoices, deals, contacts, and companies. Upload photos, PDFs, and videos, review thumbnails, edit file details, and open files in the viewer.

---

Add and manage media on deals

1. Open the selected deal and click to the Files tab.
2. Click Upload to open the media viewer.
3. You will have the option to upload new files or upload from the Estimate Files.
4. Review the file previews and click any thumbnail to open the full viewer.
5. Add or edit each file’s title and description.

Supported file types include JPEG, PNG, GIF, HEIC, PDF, MP4, MOV, and WebM.

Click the expand icon in the top right corner to open any photo, PDF, or video in a new browser tab.

---

Use deal images on linked estimates

If an estimate is linked to a deal, you can pull images from the deal directly into the estimate.

1. Open the linked estimate.
2. Open the estimate’s media viewer area.
3. Click Deal Files.
4. Select one or more images from the deal.

The selected images appear in the estimate right away.

The Deal Files option only appears when the estimate is linked to a deal.

---

How image edits behave

Image edits are saved globally.

If the same image appears on more than one record, the saved edits appear everywhere that image is used. This also applies if that image appears on a customer-facing estimate or invoice.

PDFs cannot be edited.

Related articles

• Viewing & Editing Media — Preview photos, PDFs, and videos, edit images, and review multi-page PDFs
• Link Estimates to Deals — Connect estimates to the correct deal before using deal images
• Contacts & Companies — Manage customer records, including media on contacts and companies