This guide explains how to upload and manage file attachments for a Contract Plan in QuoteCloud. Attachments allow you to include supporting documents—such as terms and conditions, service descriptions, or legal agreements—that will be associated with the plan and can be shared with customers during the quoting process.
Add File Attachments to a Contract Plans
Frequently Asked Questions
What are file attachments for a Contract Plan and why should I use them?
File attachments for a Contract Plan let you associate supporting documents—like terms and conditions, service descriptions, pricing schedules, or legal agreements—with a long‑term plan in QuoteCloud. Including attachments makes your quotes and proposals more complete, reduces back‑and‑forth, and helps customers review contract details directly from the sales quote or proposal.
How do I add a file attachment to a Contract Plan?
To add an attachment, open the Contract Plan you want to update, choose the option to manage or edit attachments, then upload the file from your computer. Give the file a clear name and optional description so it’s easily identifiable when included with quotes or proposals. Save the plan to ensure the attachment is linked to the Contract Plan.
Which file types and sizes can I attach to a Contract Plan?
Most common business formats are supported—PDF, Word (DOC/DOCX), Excel, and image files (PNG, JPG). Exact file type and size limits depend on your QuoteCloud plan and account settings. If you need to attach very large files, consider compressing them or linking to a hosted resource; contact your administrator or support if you hit an upload limit.
Will my attachments appear in customer quotes or proposals?
Yes. Attachments associated with a Contract Plan can be shared with customers as part of the quoting process, so your proposals include the necessary supporting documents. Depending on your template and settings, attachments may be included as downloadable files or embedded sections in the generated quote or proposal document.
Who can see and download Contract Plan attachments?
Visibility is controlled by your account roles and the Contract Plan settings. Administrators and users with edit permissions can manage attachments, while customers will only see attachments included in the quote or proposal they receive. Use role permissions and plan visibility options to restrict internal‑only files versus customer‑facing attachments.
How do I update, replace, or remove an attachment from a Contract Plan?
Open the Contract Plan’s attachments manager, select the file you want to change, and choose the appropriate action—replace to upload a new version, edit the file name/description, or delete to remove it. Replacing a file will update what future quotes include; if you need to preserve version history, add a new file with a clear version label instead of overwriting.
Are Contract Plan attachments secure and compliant?
Files attached to Contract Plans are stored within your QuoteCloud account and subject to your organization’s access controls. For sensitive or regulated documents, follow your company’s compliance policies—use restricted visibility, require additional approvals, or avoid storing personally identifiable information in attachments. Contact QuoteCloud support or your administrator to confirm encryption and retention policies for your plan.
Best practices for using attachments with Contract Plans in sales quoting and proposal software?
Name files consistently (e.g., “T&C_v2_ServiceName.pdf”) and include brief descriptions so sales reps and customers know the purpose of each attachment. Keep files concise—use a single, well‑formatted PDF for terms where possible—and avoid embedding unnecessary large images. Leverage attachments in templates so your sales quoting software and proposal software automatically include the correct documents with each quote, and review attachments periodically to keep content up to date.