Adding attachments to an invoice or quotation

In CoMange you can send attachments separately or merge them with the original invoice or quotation.

To add a separate attachment

1. Open your invoice or quotation, scroll to the attachments section and click it open.

2. Click "upload new attachments" or select a file from your attachment library.

3. The new uploads will automatically appear with the single attachments.

Merge different files into one

In addition to sending attachments separately, you can also merge them with the original file. You can do this by following these steps:

1. Open your invoice or quote, scroll to the attachments section and click it open.
2. Click on "upload new attachments" or select a file from your attachment library.
3. Click "merge with PDF" on the added files.

4. Your files are now all listed under attachments in merged PDF. Files in this list you can now drag & drop to the desired position. This way you can, for example, add a cover page or introduction to your quote.

What files can I upload in CoManage?

You can upload the following files as separate attachments:

• pdf
• doc
• docx
• xls
• xlsx
• jpeg
• png
• odt
• psd
• rtf
• txt

Attachments library

Files you upload in CoManage automatically appear in your library and can be reused with other invoices or quotation without having to upload them again.

Add attachments to PDF template

If you want to add fixed attachments to a quotation or invoice you can add them to the attachments section in your PDF template.

1. Go to your PDF templates and click edit.
2. Scroll to the attachments section and click it open.
3. You can now add separate attachments to a PDF template or merge files with the original invoice in the same way as described above.

Updated on: 05/05/2023