TekMatix Help Articles

Afilliates / Appointment

How To Send Invoices and Estimates with Attachments in Tekmatix

How To Send Invoices and Estimates with Attachments in Tekmatix

June 21, 20252 min read

How To Send Invoices and Estimates with Attachments in Tekmatix

Want to make your invoices and estimates more informative and professional? Tekmatix now lets you attach up to 10 files (totaling 20MB) to invoices, estimates, and templates—so you can send terms, visuals, specs, or other supporting documents in one seamless package.


Why This Matters

Including attachments makes your proposals and billing more clear, credible, and client-ready. Instead of sending additional emails or links, your clients get everything in one go—faster approvals, less confusion.


What You Can Attach

This feature is available in:

  • Invoices

  • Recurring Invoices

  • Estimates

  • Estimate Templates

You can upload files like:

  • Product/service specifications

  • Terms and conditions

  • Reference images or mockups

  • Signed agreements

  • Any supporting documentation under 20MB total


How to Add Attachments in Tekmatix

Step 1: Go to Estimates or Invoices

  • Navigate to Payments > Invoices & Estimates > Invoices

Step 2: Create or Edit a Document

  • Select an existing estimate/invoice or click to create a new one.

Step 3: Click the Attachment Icon

  • Look for the paperclip icon next to your estimate/invoice settings.

Step 4: Upload Your Files

  • Select files from your device (up to 10 files, 20MB total).

  • You’ll see your files listed after uploading.

Step 5: Send It Out

  • When the invoice/estimate is emailed to the client, the files are included in the initial email.

📝 Note: Attachments are only sent the first time you send the invoice/estimate. They won’t be included in follow-up or recurring emails.


Sample Scenario

Case: A Design Agency Sending a Project Quote

Archie runs a creative agency. When sending an estimate to a client for a website redesign, he attaches:

  • A detailed scope of work (PDF)

  • Visual mockups (JPEGs)

  • Payment terms (PDF)

With just one send, the client receives all the info they need to approve and move forward—no back-and-forth emails required.


Tips for Best Use

  • Compress large files before uploading to stay within the 20MB limit.

  • Use descriptive filenames (e.g., ProjectScope_ClientA.pdf) to keep things clear.

  • Only include essential documents to avoid overwhelming the recipient.

  • If you need to resend, create a new invoice or manually email the attachments.

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Blogs / Calendars / Campaign

How To Send Invoices and Estimates with Attachments in Tekmatix

How To Send Invoices and Estimates with Attachments in Tekmatix

June 21, 20252 min read

How To Send Invoices and Estimates with Attachments in Tekmatix

Want to make your invoices and estimates more informative and professional? Tekmatix now lets you attach up to 10 files (totaling 20MB) to invoices, estimates, and templates—so you can send terms, visuals, specs, or other supporting documents in one seamless package.


Why This Matters

Including attachments makes your proposals and billing more clear, credible, and client-ready. Instead of sending additional emails or links, your clients get everything in one go—faster approvals, less confusion.


What You Can Attach

This feature is available in:

  • Invoices

  • Recurring Invoices

  • Estimates

  • Estimate Templates

You can upload files like:

  • Product/service specifications

  • Terms and conditions

  • Reference images or mockups

  • Signed agreements

  • Any supporting documentation under 20MB total


How to Add Attachments in Tekmatix

Step 1: Go to Estimates or Invoices

  • Navigate to Payments > Invoices & Estimates > Invoices

Step 2: Create or Edit a Document

  • Select an existing estimate/invoice or click to create a new one.

Step 3: Click the Attachment Icon

  • Look for the paperclip icon next to your estimate/invoice settings.

Step 4: Upload Your Files

  • Select files from your device (up to 10 files, 20MB total).

  • You’ll see your files listed after uploading.

Step 5: Send It Out

  • When the invoice/estimate is emailed to the client, the files are included in the initial email.

📝 Note: Attachments are only sent the first time you send the invoice/estimate. They won’t be included in follow-up or recurring emails.


Sample Scenario

Case: A Design Agency Sending a Project Quote

Archie runs a creative agency. When sending an estimate to a client for a website redesign, he attaches:

  • A detailed scope of work (PDF)

  • Visual mockups (JPEGs)

  • Payment terms (PDF)

With just one send, the client receives all the info they need to approve and move forward—no back-and-forth emails required.


Tips for Best Use

  • Compress large files before uploading to stay within the 20MB limit.

  • Use descriptive filenames (e.g., ProjectScope_ClientA.pdf) to keep things clear.

  • Only include essential documents to avoid overwhelming the recipient.

  • If you need to resend, create a new invoice or manually email the attachments.

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Course / CRM / Chat Widget

How To Send Invoices and Estimates with Attachments in Tekmatix

How To Send Invoices and Estimates with Attachments in Tekmatix

June 21, 20252 min read

How To Send Invoices and Estimates with Attachments in Tekmatix

Want to make your invoices and estimates more informative and professional? Tekmatix now lets you attach up to 10 files (totaling 20MB) to invoices, estimates, and templates—so you can send terms, visuals, specs, or other supporting documents in one seamless package.


Why This Matters

Including attachments makes your proposals and billing more clear, credible, and client-ready. Instead of sending additional emails or links, your clients get everything in one go—faster approvals, less confusion.


What You Can Attach

This feature is available in:

  • Invoices

  • Recurring Invoices

  • Estimates

  • Estimate Templates

You can upload files like:

  • Product/service specifications

  • Terms and conditions

  • Reference images or mockups

  • Signed agreements

  • Any supporting documentation under 20MB total


How to Add Attachments in Tekmatix

Step 1: Go to Estimates or Invoices

  • Navigate to Payments > Invoices & Estimates > Invoices

Step 2: Create or Edit a Document

  • Select an existing estimate/invoice or click to create a new one.

Step 3: Click the Attachment Icon

  • Look for the paperclip icon next to your estimate/invoice settings.

Step 4: Upload Your Files

  • Select files from your device (up to 10 files, 20MB total).

  • You’ll see your files listed after uploading.

Step 5: Send It Out

  • When the invoice/estimate is emailed to the client, the files are included in the initial email.

📝 Note: Attachments are only sent the first time you send the invoice/estimate. They won’t be included in follow-up or recurring emails.


Sample Scenario

Case: A Design Agency Sending a Project Quote

Archie runs a creative agency. When sending an estimate to a client for a website redesign, he attaches:

  • A detailed scope of work (PDF)

  • Visual mockups (JPEGs)

  • Payment terms (PDF)

With just one send, the client receives all the info they need to approve and move forward—no back-and-forth emails required.


Tips for Best Use

  • Compress large files before uploading to stay within the 20MB limit.

  • Use descriptive filenames (e.g., ProjectScope_ClientA.pdf) to keep things clear.

  • Only include essential documents to avoid overwhelming the recipient.

  • If you need to resend, create a new invoice or manually email the attachments.

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Compliance / Custom Fields

How To Send Invoices and Estimates with Attachments in Tekmatix

How To Send Invoices and Estimates with Attachments in Tekmatix

June 21, 20252 min read

How To Send Invoices and Estimates with Attachments in Tekmatix

Want to make your invoices and estimates more informative and professional? Tekmatix now lets you attach up to 10 files (totaling 20MB) to invoices, estimates, and templates—so you can send terms, visuals, specs, or other supporting documents in one seamless package.


Why This Matters

Including attachments makes your proposals and billing more clear, credible, and client-ready. Instead of sending additional emails or links, your clients get everything in one go—faster approvals, less confusion.


What You Can Attach

This feature is available in:

  • Invoices

  • Recurring Invoices

  • Estimates

  • Estimate Templates

You can upload files like:

  • Product/service specifications

  • Terms and conditions

  • Reference images or mockups

  • Signed agreements

  • Any supporting documentation under 20MB total


How to Add Attachments in Tekmatix

Step 1: Go to Estimates or Invoices

  • Navigate to Payments > Invoices & Estimates > Invoices

Step 2: Create or Edit a Document

  • Select an existing estimate/invoice or click to create a new one.

Step 3: Click the Attachment Icon

  • Look for the paperclip icon next to your estimate/invoice settings.

Step 4: Upload Your Files

  • Select files from your device (up to 10 files, 20MB total).

  • You’ll see your files listed after uploading.

Step 5: Send It Out

  • When the invoice/estimate is emailed to the client, the files are included in the initial email.

📝 Note: Attachments are only sent the first time you send the invoice/estimate. They won’t be included in follow-up or recurring emails.


Sample Scenario

Case: A Design Agency Sending a Project Quote

Archie runs a creative agency. When sending an estimate to a client for a website redesign, he attaches:

  • A detailed scope of work (PDF)

  • Visual mockups (JPEGs)

  • Payment terms (PDF)

With just one send, the client receives all the info they need to approve and move forward—no back-and-forth emails required.


Tips for Best Use

  • Compress large files before uploading to stay within the 20MB limit.

  • Use descriptive filenames (e.g., ProjectScope_ClientA.pdf) to keep things clear.

  • Only include essential documents to avoid overwhelming the recipient.

  • If you need to resend, create a new invoice or manually email the attachments.

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Dashboard / Domain

How To Send Invoices and Estimates with Attachments in Tekmatix

How To Send Invoices and Estimates with Attachments in Tekmatix

June 21, 20252 min read

How To Send Invoices and Estimates with Attachments in Tekmatix

Want to make your invoices and estimates more informative and professional? Tekmatix now lets you attach up to 10 files (totaling 20MB) to invoices, estimates, and templates—so you can send terms, visuals, specs, or other supporting documents in one seamless package.


Why This Matters

Including attachments makes your proposals and billing more clear, credible, and client-ready. Instead of sending additional emails or links, your clients get everything in one go—faster approvals, less confusion.


What You Can Attach

This feature is available in:

  • Invoices

  • Recurring Invoices

  • Estimates

  • Estimate Templates

You can upload files like:

  • Product/service specifications

  • Terms and conditions

  • Reference images or mockups

  • Signed agreements

  • Any supporting documentation under 20MB total


How to Add Attachments in Tekmatix

Step 1: Go to Estimates or Invoices

  • Navigate to Payments > Invoices & Estimates > Invoices

Step 2: Create or Edit a Document

  • Select an existing estimate/invoice or click to create a new one.

Step 3: Click the Attachment Icon

  • Look for the paperclip icon next to your estimate/invoice settings.

Step 4: Upload Your Files

  • Select files from your device (up to 10 files, 20MB total).

  • You’ll see your files listed after uploading.

Step 5: Send It Out

  • When the invoice/estimate is emailed to the client, the files are included in the initial email.

📝 Note: Attachments are only sent the first time you send the invoice/estimate. They won’t be included in follow-up or recurring emails.


Sample Scenario

Case: A Design Agency Sending a Project Quote

Archie runs a creative agency. When sending an estimate to a client for a website redesign, he attaches:

  • A detailed scope of work (PDF)

  • Visual mockups (JPEGs)

  • Payment terms (PDF)

With just one send, the client receives all the info they need to approve and move forward—no back-and-forth emails required.


Tips for Best Use

  • Compress large files before uploading to stay within the 20MB limit.

  • Use descriptive filenames (e.g., ProjectScope_ClientA.pdf) to keep things clear.

  • Only include essential documents to avoid overwhelming the recipient.

  • If you need to resend, create a new invoice or manually email the attachments.

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Email Builder / Email Deliverability

How To Send Invoices and Estimates with Attachments in Tekmatix

How To Send Invoices and Estimates with Attachments in Tekmatix

June 21, 20252 min read

How To Send Invoices and Estimates with Attachments in Tekmatix

Want to make your invoices and estimates more informative and professional? Tekmatix now lets you attach up to 10 files (totaling 20MB) to invoices, estimates, and templates—so you can send terms, visuals, specs, or other supporting documents in one seamless package.


Why This Matters

Including attachments makes your proposals and billing more clear, credible, and client-ready. Instead of sending additional emails or links, your clients get everything in one go—faster approvals, less confusion.


What You Can Attach

This feature is available in:

  • Invoices

  • Recurring Invoices

  • Estimates

  • Estimate Templates

You can upload files like:

  • Product/service specifications

  • Terms and conditions

  • Reference images or mockups

  • Signed agreements

  • Any supporting documentation under 20MB total


How to Add Attachments in Tekmatix

Step 1: Go to Estimates or Invoices

  • Navigate to Payments > Invoices & Estimates > Invoices

Step 2: Create or Edit a Document

  • Select an existing estimate/invoice or click to create a new one.

Step 3: Click the Attachment Icon

  • Look for the paperclip icon next to your estimate/invoice settings.

Step 4: Upload Your Files

  • Select files from your device (up to 10 files, 20MB total).

  • You’ll see your files listed after uploading.

Step 5: Send It Out

  • When the invoice/estimate is emailed to the client, the files are included in the initial email.

📝 Note: Attachments are only sent the first time you send the invoice/estimate. They won’t be included in follow-up or recurring emails.


Sample Scenario

Case: A Design Agency Sending a Project Quote

Archie runs a creative agency. When sending an estimate to a client for a website redesign, he attaches:

  • A detailed scope of work (PDF)

  • Visual mockups (JPEGs)

  • Payment terms (PDF)

With just one send, the client receives all the info they need to approve and move forward—no back-and-forth emails required.


Tips for Best Use

  • Compress large files before uploading to stay within the 20MB limit.

  • Use descriptive filenames (e.g., ProjectScope_ClientA.pdf) to keep things clear.

  • Only include essential documents to avoid overwhelming the recipient.

  • If you need to resend, create a new invoice or manually email the attachments.

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Form / Funnels

How To Send Invoices and Estimates with Attachments in Tekmatix

How To Send Invoices and Estimates with Attachments in Tekmatix

June 21, 20252 min read

How To Send Invoices and Estimates with Attachments in Tekmatix

Want to make your invoices and estimates more informative and professional? Tekmatix now lets you attach up to 10 files (totaling 20MB) to invoices, estimates, and templates—so you can send terms, visuals, specs, or other supporting documents in one seamless package.


Why This Matters

Including attachments makes your proposals and billing more clear, credible, and client-ready. Instead of sending additional emails or links, your clients get everything in one go—faster approvals, less confusion.


What You Can Attach

This feature is available in:

  • Invoices

  • Recurring Invoices

  • Estimates

  • Estimate Templates

You can upload files like:

  • Product/service specifications

  • Terms and conditions

  • Reference images or mockups

  • Signed agreements

  • Any supporting documentation under 20MB total


How to Add Attachments in Tekmatix

Step 1: Go to Estimates or Invoices

  • Navigate to Payments > Invoices & Estimates > Invoices

Step 2: Create or Edit a Document

  • Select an existing estimate/invoice or click to create a new one.

Step 3: Click the Attachment Icon

  • Look for the paperclip icon next to your estimate/invoice settings.

Step 4: Upload Your Files

  • Select files from your device (up to 10 files, 20MB total).

  • You’ll see your files listed after uploading.

Step 5: Send It Out

  • When the invoice/estimate is emailed to the client, the files are included in the initial email.

📝 Note: Attachments are only sent the first time you send the invoice/estimate. They won’t be included in follow-up or recurring emails.


Sample Scenario

Case: A Design Agency Sending a Project Quote

Archie runs a creative agency. When sending an estimate to a client for a website redesign, he attaches:

  • A detailed scope of work (PDF)

  • Visual mockups (JPEGs)

  • Payment terms (PDF)

With just one send, the client receives all the info they need to approve and move forward—no back-and-forth emails required.


Tips for Best Use

  • Compress large files before uploading to stay within the 20MB limit.

  • Use descriptive filenames (e.g., ProjectScope_ClientA.pdf) to keep things clear.

  • Only include essential documents to avoid overwhelming the recipient.

  • If you need to resend, create a new invoice or manually email the attachments.

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Google My Business / Integrations

How To Send Invoices and Estimates with Attachments in Tekmatix

How To Send Invoices and Estimates with Attachments in Tekmatix

June 21, 20252 min read

How To Send Invoices and Estimates with Attachments in Tekmatix

Want to make your invoices and estimates more informative and professional? Tekmatix now lets you attach up to 10 files (totaling 20MB) to invoices, estimates, and templates—so you can send terms, visuals, specs, or other supporting documents in one seamless package.


Why This Matters

Including attachments makes your proposals and billing more clear, credible, and client-ready. Instead of sending additional emails or links, your clients get everything in one go—faster approvals, less confusion.


What You Can Attach

This feature is available in:

  • Invoices

  • Recurring Invoices

  • Estimates

  • Estimate Templates

You can upload files like:

  • Product/service specifications

  • Terms and conditions

  • Reference images or mockups

  • Signed agreements

  • Any supporting documentation under 20MB total


How to Add Attachments in Tekmatix

Step 1: Go to Estimates or Invoices

  • Navigate to Payments > Invoices & Estimates > Invoices

Step 2: Create or Edit a Document

  • Select an existing estimate/invoice or click to create a new one.

Step 3: Click the Attachment Icon

  • Look for the paperclip icon next to your estimate/invoice settings.

Step 4: Upload Your Files

  • Select files from your device (up to 10 files, 20MB total).

  • You’ll see your files listed after uploading.

Step 5: Send It Out

  • When the invoice/estimate is emailed to the client, the files are included in the initial email.

📝 Note: Attachments are only sent the first time you send the invoice/estimate. They won’t be included in follow-up or recurring emails.


Sample Scenario

Case: A Design Agency Sending a Project Quote

Archie runs a creative agency. When sending an estimate to a client for a website redesign, he attaches:

  • A detailed scope of work (PDF)

  • Visual mockups (JPEGs)

  • Payment terms (PDF)

With just one send, the client receives all the info they need to approve and move forward—no back-and-forth emails required.


Tips for Best Use

  • Compress large files before uploading to stay within the 20MB limit.

  • Use descriptive filenames (e.g., ProjectScope_ClientA.pdf) to keep things clear.

  • Only include essential documents to avoid overwhelming the recipient.

  • If you need to resend, create a new invoice or manually email the attachments.

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Invoices / LC Email / LC Phone

How To Send Invoices and Estimates with Attachments in Tekmatix

How To Send Invoices and Estimates with Attachments in Tekmatix

June 21, 20252 min read

How To Send Invoices and Estimates with Attachments in Tekmatix

Want to make your invoices and estimates more informative and professional? Tekmatix now lets you attach up to 10 files (totaling 20MB) to invoices, estimates, and templates—so you can send terms, visuals, specs, or other supporting documents in one seamless package.


Why This Matters

Including attachments makes your proposals and billing more clear, credible, and client-ready. Instead of sending additional emails or links, your clients get everything in one go—faster approvals, less confusion.


What You Can Attach

This feature is available in:

  • Invoices

  • Recurring Invoices

  • Estimates

  • Estimate Templates

You can upload files like:

  • Product/service specifications

  • Terms and conditions

  • Reference images or mockups

  • Signed agreements

  • Any supporting documentation under 20MB total


How to Add Attachments in Tekmatix

Step 1: Go to Estimates or Invoices

  • Navigate to Payments > Invoices & Estimates > Invoices

Step 2: Create or Edit a Document

  • Select an existing estimate/invoice or click to create a new one.

Step 3: Click the Attachment Icon

  • Look for the paperclip icon next to your estimate/invoice settings.

Step 4: Upload Your Files

  • Select files from your device (up to 10 files, 20MB total).

  • You’ll see your files listed after uploading.

Step 5: Send It Out

  • When the invoice/estimate is emailed to the client, the files are included in the initial email.

📝 Note: Attachments are only sent the first time you send the invoice/estimate. They won’t be included in follow-up or recurring emails.


Sample Scenario

Case: A Design Agency Sending a Project Quote

Archie runs a creative agency. When sending an estimate to a client for a website redesign, he attaches:

  • A detailed scope of work (PDF)

  • Visual mockups (JPEGs)

  • Payment terms (PDF)

With just one send, the client receives all the info they need to approve and move forward—no back-and-forth emails required.


Tips for Best Use

  • Compress large files before uploading to stay within the 20MB limit.

  • Use descriptive filenames (e.g., ProjectScope_ClientA.pdf) to keep things clear.

  • Only include essential documents to avoid overwhelming the recipient.

  • If you need to resend, create a new invoice or manually email the attachments.

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Memberships Area

How To Send Invoices and Estimates with Attachments in Tekmatix

How To Send Invoices and Estimates with Attachments in Tekmatix

June 21, 20252 min read

How To Send Invoices and Estimates with Attachments in Tekmatix

Want to make your invoices and estimates more informative and professional? Tekmatix now lets you attach up to 10 files (totaling 20MB) to invoices, estimates, and templates—so you can send terms, visuals, specs, or other supporting documents in one seamless package.


Why This Matters

Including attachments makes your proposals and billing more clear, credible, and client-ready. Instead of sending additional emails or links, your clients get everything in one go—faster approvals, less confusion.


What You Can Attach

This feature is available in:

  • Invoices

  • Recurring Invoices

  • Estimates

  • Estimate Templates

You can upload files like:

  • Product/service specifications

  • Terms and conditions

  • Reference images or mockups

  • Signed agreements

  • Any supporting documentation under 20MB total


How to Add Attachments in Tekmatix

Step 1: Go to Estimates or Invoices

  • Navigate to Payments > Invoices & Estimates > Invoices

Step 2: Create or Edit a Document

  • Select an existing estimate/invoice or click to create a new one.

Step 3: Click the Attachment Icon

  • Look for the paperclip icon next to your estimate/invoice settings.

Step 4: Upload Your Files

  • Select files from your device (up to 10 files, 20MB total).

  • You’ll see your files listed after uploading.

Step 5: Send It Out

  • When the invoice/estimate is emailed to the client, the files are included in the initial email.

📝 Note: Attachments are only sent the first time you send the invoice/estimate. They won’t be included in follow-up or recurring emails.


Sample Scenario

Case: A Design Agency Sending a Project Quote

Archie runs a creative agency. When sending an estimate to a client for a website redesign, he attaches:

  • A detailed scope of work (PDF)

  • Visual mockups (JPEGs)

  • Payment terms (PDF)

With just one send, the client receives all the info they need to approve and move forward—no back-and-forth emails required.


Tips for Best Use

  • Compress large files before uploading to stay within the 20MB limit.

  • Use descriptive filenames (e.g., ProjectScope_ClientA.pdf) to keep things clear.

  • Only include essential documents to avoid overwhelming the recipient.

  • If you need to resend, create a new invoice or manually email the attachments.

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Opportunities & Pipeline / Payment

How To Send Invoices and Estimates with Attachments in Tekmatix

How To Send Invoices and Estimates with Attachments in Tekmatix

June 21, 20252 min read

How To Send Invoices and Estimates with Attachments in Tekmatix

Want to make your invoices and estimates more informative and professional? Tekmatix now lets you attach up to 10 files (totaling 20MB) to invoices, estimates, and templates—so you can send terms, visuals, specs, or other supporting documents in one seamless package.


Why This Matters

Including attachments makes your proposals and billing more clear, credible, and client-ready. Instead of sending additional emails or links, your clients get everything in one go—faster approvals, less confusion.


What You Can Attach

This feature is available in:

  • Invoices

  • Recurring Invoices

  • Estimates

  • Estimate Templates

You can upload files like:

  • Product/service specifications

  • Terms and conditions

  • Reference images or mockups

  • Signed agreements

  • Any supporting documentation under 20MB total


How to Add Attachments in Tekmatix

Step 1: Go to Estimates or Invoices

  • Navigate to Payments > Invoices & Estimates > Invoices

Step 2: Create or Edit a Document

  • Select an existing estimate/invoice or click to create a new one.

Step 3: Click the Attachment Icon

  • Look for the paperclip icon next to your estimate/invoice settings.

Step 4: Upload Your Files

  • Select files from your device (up to 10 files, 20MB total).

  • You’ll see your files listed after uploading.

Step 5: Send It Out

  • When the invoice/estimate is emailed to the client, the files are included in the initial email.

📝 Note: Attachments are only sent the first time you send the invoice/estimate. They won’t be included in follow-up or recurring emails.


Sample Scenario

Case: A Design Agency Sending a Project Quote

Archie runs a creative agency. When sending an estimate to a client for a website redesign, he attaches:

  • A detailed scope of work (PDF)

  • Visual mockups (JPEGs)

  • Payment terms (PDF)

With just one send, the client receives all the info they need to approve and move forward—no back-and-forth emails required.


Tips for Best Use

  • Compress large files before uploading to stay within the 20MB limit.

  • Use descriptive filenames (e.g., ProjectScope_ClientA.pdf) to keep things clear.

  • Only include essential documents to avoid overwhelming the recipient.

  • If you need to resend, create a new invoice or manually email the attachments.

Attach files to invoice TekmatixAdd attachments to estimate TekmatixTekmatix invoice file uploadHow to send invoice with documentsAttach documents to client estimates TekmatixTekmatix invoice attachmentshow to add documents to estimate Tekmatixsend invoice with supporting documents Tekmatixattachments in Tekmatix estimatesadd documents to invoicehow to send an estimate with attachments in Tekmatixhow many files can I attach to a Tekmatix invoicesending supporting documents with Tekmatix invoiceprofessional invoice with supporting fileshow to send visuals in estimate email
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Reputation Management / Review Request

How To Send Invoices and Estimates with Attachments in Tekmatix

How To Send Invoices and Estimates with Attachments in Tekmatix

June 21, 20252 min read

How To Send Invoices and Estimates with Attachments in Tekmatix

Want to make your invoices and estimates more informative and professional? Tekmatix now lets you attach up to 10 files (totaling 20MB) to invoices, estimates, and templates—so you can send terms, visuals, specs, or other supporting documents in one seamless package.


Why This Matters

Including attachments makes your proposals and billing more clear, credible, and client-ready. Instead of sending additional emails or links, your clients get everything in one go—faster approvals, less confusion.


What You Can Attach

This feature is available in:

  • Invoices

  • Recurring Invoices

  • Estimates

  • Estimate Templates

You can upload files like:

  • Product/service specifications

  • Terms and conditions

  • Reference images or mockups

  • Signed agreements

  • Any supporting documentation under 20MB total


How to Add Attachments in Tekmatix

Step 1: Go to Estimates or Invoices

  • Navigate to Payments > Invoices & Estimates > Invoices

Step 2: Create or Edit a Document

  • Select an existing estimate/invoice or click to create a new one.

Step 3: Click the Attachment Icon

  • Look for the paperclip icon next to your estimate/invoice settings.

Step 4: Upload Your Files

  • Select files from your device (up to 10 files, 20MB total).

  • You’ll see your files listed after uploading.

Step 5: Send It Out

  • When the invoice/estimate is emailed to the client, the files are included in the initial email.

📝 Note: Attachments are only sent the first time you send the invoice/estimate. They won’t be included in follow-up or recurring emails.


Sample Scenario

Case: A Design Agency Sending a Project Quote

Archie runs a creative agency. When sending an estimate to a client for a website redesign, he attaches:

  • A detailed scope of work (PDF)

  • Visual mockups (JPEGs)

  • Payment terms (PDF)

With just one send, the client receives all the info they need to approve and move forward—no back-and-forth emails required.


Tips for Best Use

  • Compress large files before uploading to stay within the 20MB limit.

  • Use descriptive filenames (e.g., ProjectScope_ClientA.pdf) to keep things clear.

  • Only include essential documents to avoid overwhelming the recipient.

  • If you need to resend, create a new invoice or manually email the attachments.

Attach files to invoice TekmatixAdd attachments to estimate TekmatixTekmatix invoice file uploadHow to send invoice with documentsAttach documents to client estimates TekmatixTekmatix invoice attachmentshow to add documents to estimate Tekmatixsend invoice with supporting documents Tekmatixattachments in Tekmatix estimatesadd documents to invoicehow to send an estimate with attachments in Tekmatixhow many files can I attach to a Tekmatix invoicesending supporting documents with Tekmatix invoiceprofessional invoice with supporting fileshow to send visuals in estimate email
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Settings / SMS / SMTP Providers

How To Send Invoices and Estimates with Attachments in Tekmatix

How To Send Invoices and Estimates with Attachments in Tekmatix

June 21, 20252 min read

How To Send Invoices and Estimates with Attachments in Tekmatix

Want to make your invoices and estimates more informative and professional? Tekmatix now lets you attach up to 10 files (totaling 20MB) to invoices, estimates, and templates—so you can send terms, visuals, specs, or other supporting documents in one seamless package.


Why This Matters

Including attachments makes your proposals and billing more clear, credible, and client-ready. Instead of sending additional emails or links, your clients get everything in one go—faster approvals, less confusion.


What You Can Attach

This feature is available in:

  • Invoices

  • Recurring Invoices

  • Estimates

  • Estimate Templates

You can upload files like:

  • Product/service specifications

  • Terms and conditions

  • Reference images or mockups

  • Signed agreements

  • Any supporting documentation under 20MB total


How to Add Attachments in Tekmatix

Step 1: Go to Estimates or Invoices

  • Navigate to Payments > Invoices & Estimates > Invoices

Step 2: Create or Edit a Document

  • Select an existing estimate/invoice or click to create a new one.

Step 3: Click the Attachment Icon

  • Look for the paperclip icon next to your estimate/invoice settings.

Step 4: Upload Your Files

  • Select files from your device (up to 10 files, 20MB total).

  • You’ll see your files listed after uploading.

Step 5: Send It Out

  • When the invoice/estimate is emailed to the client, the files are included in the initial email.

📝 Note: Attachments are only sent the first time you send the invoice/estimate. They won’t be included in follow-up or recurring emails.


Sample Scenario

Case: A Design Agency Sending a Project Quote

Archie runs a creative agency. When sending an estimate to a client for a website redesign, he attaches:

  • A detailed scope of work (PDF)

  • Visual mockups (JPEGs)

  • Payment terms (PDF)

With just one send, the client receives all the info they need to approve and move forward—no back-and-forth emails required.


Tips for Best Use

  • Compress large files before uploading to stay within the 20MB limit.

  • Use descriptive filenames (e.g., ProjectScope_ClientA.pdf) to keep things clear.

  • Only include essential documents to avoid overwhelming the recipient.

  • If you need to resend, create a new invoice or manually email the attachments.

Attach files to invoice TekmatixAdd attachments to estimate TekmatixTekmatix invoice file uploadHow to send invoice with documentsAttach documents to client estimates TekmatixTekmatix invoice attachmentshow to add documents to estimate Tekmatixsend invoice with supporting documents Tekmatixattachments in Tekmatix estimatesadd documents to invoicehow to send an estimate with attachments in Tekmatixhow many files can I attach to a Tekmatix invoicesending supporting documents with Tekmatix invoiceprofessional invoice with supporting fileshow to send visuals in estimate email
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Website / WordPress / Workflow

How To Send Invoices and Estimates with Attachments in Tekmatix

How To Send Invoices and Estimates with Attachments in Tekmatix

June 21, 20252 min read

How To Send Invoices and Estimates with Attachments in Tekmatix

Want to make your invoices and estimates more informative and professional? Tekmatix now lets you attach up to 10 files (totaling 20MB) to invoices, estimates, and templates—so you can send terms, visuals, specs, or other supporting documents in one seamless package.


Why This Matters

Including attachments makes your proposals and billing more clear, credible, and client-ready. Instead of sending additional emails or links, your clients get everything in one go—faster approvals, less confusion.


What You Can Attach

This feature is available in:

  • Invoices

  • Recurring Invoices

  • Estimates

  • Estimate Templates

You can upload files like:

  • Product/service specifications

  • Terms and conditions

  • Reference images or mockups

  • Signed agreements

  • Any supporting documentation under 20MB total


How to Add Attachments in Tekmatix

Step 1: Go to Estimates or Invoices

  • Navigate to Payments > Invoices & Estimates > Invoices

Step 2: Create or Edit a Document

  • Select an existing estimate/invoice or click to create a new one.

Step 3: Click the Attachment Icon

  • Look for the paperclip icon next to your estimate/invoice settings.

Step 4: Upload Your Files

  • Select files from your device (up to 10 files, 20MB total).

  • You’ll see your files listed after uploading.

Step 5: Send It Out

  • When the invoice/estimate is emailed to the client, the files are included in the initial email.

📝 Note: Attachments are only sent the first time you send the invoice/estimate. They won’t be included in follow-up or recurring emails.


Sample Scenario

Case: A Design Agency Sending a Project Quote

Archie runs a creative agency. When sending an estimate to a client for a website redesign, he attaches:

  • A detailed scope of work (PDF)

  • Visual mockups (JPEGs)

  • Payment terms (PDF)

With just one send, the client receives all the info they need to approve and move forward—no back-and-forth emails required.


Tips for Best Use

  • Compress large files before uploading to stay within the 20MB limit.

  • Use descriptive filenames (e.g., ProjectScope_ClientA.pdf) to keep things clear.

  • Only include essential documents to avoid overwhelming the recipient.

  • If you need to resend, create a new invoice or manually email the attachments.

Attach files to invoice TekmatixAdd attachments to estimate TekmatixTekmatix invoice file uploadHow to send invoice with documentsAttach documents to client estimates TekmatixTekmatix invoice attachmentshow to add documents to estimate Tekmatixsend invoice with supporting documents Tekmatixattachments in Tekmatix estimatesadd documents to invoicehow to send an estimate with attachments in Tekmatixhow many files can I attach to a Tekmatix invoicesending supporting documents with Tekmatix invoiceprofessional invoice with supporting fileshow to send visuals in estimate email
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