Hi Zoho,
Is there a possibility to attach files by default?
For example, when I send out an estimate, I would really like to send along my general terms and conditions.
I can do that now by attaching the file manually, but it would be great if I could set Zoho up to do this for me.
From a legal perspective it is important that my clients receive the terms before we start working for them.
Hope to hear from you soon,
Best regards,
Menno