Product Quote Attachments extension: flag product documents to send with quotes

Product Quote Attachments extension: flag product documents to send with quotes

The Product Quote Attachments extension lets you mark a product's documents — datasheets, brochures, certificates — so they can be sent along with sales quotes. You decide once, per attachment, which files belong with a quote, and the flag travels with the product.

What it adds

  • An "Attach with Quote" checkbox — added to the attachment upload and edit forms on every product, so you can flag the documents worth sending to a prospect.
  • A clear, per-document choice — keep internal files unflagged and mark only the customer-facing ones, right where you manage the attachment.

Who it's for

Sales teams that send quotes with supporting material — product sheets, spec documents, or compliance certificates — and want to pre-decide which files go out, rather than hunting them down for every quote.

Good to know

This release adds the Attach with Quote option so you can flag your documents now. The automatic bundling of flagged attachments into quote emails is planned for a later release — until then, the checkbox records your intent and prepares your catalogue, ready for when delivery goes live.

Ready to turn it on? See Setting up the Product Quote Attachments extension. New to extensions in general? Start with Using the Marketplace.