Cover sheet for quotes/invoices

[Josue0341]

Is there any way to include a cover sheet with the quotes?
A cover sheet may be required to include information not easily displayed on the quote, like legal information, information regarding payment terms, etc.
I thought of using a proposal with the quote attached but clients won't always want to accept a proposal fearing it will tie them to a job when they don't even have numbers (prices) to go off of.

[turbo124]

You could attach a standard document which can be attached to all outbound emails.

You could also customize the invoice design in v5 to create a custom page before or after the invoice itself.

[Josue0341]

Thanks for the reply. If I attach a document, is that displayed inline before the quote? Or is it added at the end, or as an attachment to download?
I'm not sure I have the skills to modify the invoice design to add the page, so if the attachment works that might have to be my solution. Also where do I select the attachment?

[turbo124]

You can attach the document directly to the invoice

You can toggle whether documents are attached to the invoice/quote in the settings