If you have specific terms and conditions or other important documents or images that you'd like to attach to your document templates (such as budgets, proposals, and invoices) in Productive, follow these steps:β
Navigate to Document Templates
Go to Settings > Document templates.
βSelect or Create a Template
Choose an existing template to edit or create a new one.Add Attachments
Under the Customization section, find the Attachments option. Here, you can upload your documents or images.
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Supported File Types: You can upload PDFs as documents and images in JPEG, JPG, PNG, SVG, and even GIF formats.
Tip: Use this feature to attach your company's terms and conditions, a signature image, or any other relevant document to ensure they are included in all your outgoing documents.