How do I automatically upload a quote/invoice to after I send it from Outlook? Need a bit of a walk through please

Hi there, I need a quote/invoice to be automatically uploaded to after I send it to the client from outllook?

Hey @Iamnoaml3vy! Would you be happy to elaborate on how you’re currently creating these quotes/invoices? Are they being created through a 3rd party app or platform? This information would help me understand how we can set this up for you!

I did want to mention that we do have our own app available that allows you to create and store the quote/invoice within the item to then send t the specific client?

I look forward to hearing from you!