When you send an estimate to a customer, adding photos can make a big difference in helping them understand exactly what they’re getting. Now, you can attach up to 4 images per line item on your estimates, making your offers clearer and more appealing.
📌 Why This Matters
Showing photos alongside your estimate items helps your customers visualize the product or service you’re offering. This reduces confusion, speeds up approvals, and prevents disagreements about details, quality, or options. It also lets you demonstrate different choices, like colors or models, directly on the estimate.
✨ What’s New
- Attach multiple photos: Add up to 4 images for each item on your estimate to provide clear visuals.
- Customer-friendly display: Customers see thumbnails under each item and can click to view a full-screen gallery.
- Easy image selection: Pick pictures from your existing media storage or upload new ones instantly to reuse whenever you want.
🛠️ How to Use It
- Step 1: Go to your dashboard and open the Estimates section by navigating through Payments → Invoices & Estimates → Estimates → New Estimate.
- Step 2: Add the product or service you want to provide as a line item.
- Step 3: Click the Upload Images button.
- Step 4: Choose photos directly from your media storage or upload new images on the spot (up to 4 per item).
- Step 5: Insert the images and complete your estimate.
- Step 6: Send the estimate to your customer. They’ll see the photos below each item and can click to enlarge them in a gallery view.
💡 Pro Tip
Including clear visuals in your estimates not only builds trust but can also speed up the sales process, helping you close deals faster and avoid costly misunderstandings.
