We are hoping to be able to have our standard warranty statement pdf as an available attachment on all estimates when they go out. Currently, if I'm adding an estimate to an existing job it shows up but it doesn't show up when I send out the initial statement unless I add the attachment myself. Does anyone have a work around?
DO you use a terms and conditions attachments for invoices and estimates? I have a pdf that gets appended to every invoice and estimate. Its setup under Settings > Operations > Business Unit > edit
