Attachments in the quote PDF: add a menu, plan or fact sheet as pages

With Attachments in the PDF you add files as extra pages at the end of your quote. Your customer then gets one single file: quote, menu and seating plan in one go — to read, print and forward.

They get the same file everywhere: attached to your email, in the customer portal, as a download and in the signed quote.

How to add a file

1. Open the quote (it must be a draft).
2. Below the line items you'll find the section Attachments in the PDF.
3. Click From computer to upload a file, or From documents to pick a file from the event's documents.
4. The file appears in the list with its page count. Use the arrows to change the order — the top attachment comes right after the quote.
5. Generate the PDF again (Generate PDF). Only then are the attachments in the PDF.

To remove a file, click the bin; Univents asks first.

Which files work?

• PDF, PNG and JPG, up to 10 MB per file, at most 10 attachments and 15 MB in total.
• Images get their own page in your quote's page format and are fitted to the page.
• Word, Excel and PowerPoint files don't become pages. Save them as a PDF — or send them as a regular email attachment (see Send a document by email).
• Password-protected, encrypted or damaged PDFs are rejected when you add them. The quote can still be generated. The same applies to PDFs with embedded files (for example an e-invoice).

A file from the event's documents is copied into the quote. If you delete it from the documents later, it stays in the quote.

Page numbers

The quote's page numbers (“Page 1 of 2”) count only the quote pages. Attachments carry no printed page number.

Signature and sending

• If your customer signs the quote online, the signed PDF also contains the attachments. The signature and history pages come after them.
• Once sent, the quote is locked. You change attachments in a new quote version — it carries over the attachments of the previous quote. If a file could not be carried over, Univents tells you right after creating the new version — add it again in the new draft.
• If quote and attachments together are larger than 10 MB, Univents warns you in the section and in the Send by email window: files that large can't be sent by email. In the customer portal and as a download the PDF stays complete.

Attachment or email attachment?

Limits

• Only for quotes, not for invoices, credit notes, delivery notes or order confirmations.
• Only with layouts of the new print engine. If your quote uses a Word template, the section shows a hint; switch the layout to add attachments.
• Without attachments your quote PDF stays exactly as before.