Uploading Quotes / Renderings

How do we upload PDF’s or docs to deals?

We use external programs for

  1. Inventory management / Pullsheets / Quotes - (Current CRM)
  2. Rendering Software (For stage design)

How do we link those files to the leads ?

I’m brand new, so please be nice :slight_smile:

Hi there! So sorry this response is coming so late!

To upload PDFs or docs (or any file type, really) to your leads (or items), you can add a File Column to your board and then you can upload the file to that specific lead’s column cell. Here’s more information on this: https://support.monday.com/hc/en-us/articles/360000597900-The-Files-Column

If you have any questions about this, reach out to support@monday.com and our team will help you get your files uploaded in no time! :smiling_face:

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