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I had a look at Sales Docs. Our quotes are created in our ERP system which cant link to an external system. Can I attached a PDF quote and still have the "share link" option to track when a quote was opened?

Jess · Accepted Answer

Hi @Daniel Steyn , we plan to implement this in future, so you will be able to upload a PDF and share with a link. Watch this space!

Speaking of which, here are some pro tips to stay on to...

I had a look at Sales Docs. Our quotes are created in our ERP system which cant link to an external system. Can I attached a PDF quote and still have the "share link" option to track when a quote was opened?

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I had a look at Sales Docs. Our quotes are created in our ERP system which cant link to an external system. Can I attached a PDF quote and still have the "share link" option to track when a quote was opened?

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