eForm Attachments: Pull from Quotes, Push to Jobs/Sales Orders
7 July 2026
eForms triggered by automations can now pull shareable attachments from a related quote and push shareable attachments to a related job/sales order. Filter by file type and file tags for precise control — ideal for automating customer document/artwork approvals.
We've extended eForm automations with two new attachment actions: you can now pull shareable attachments from a related quote into an eForm, and push shareable attachments from an eForm to a related job/sales order. Both actions let you specify the file type and file tags to include, giving you fine-grained control over exactly which documents are moved.
This is particularly powerful for customer document approval workflows — for example, automatically presenting artwork or specification files from a quote to the customer for sign-off via an eForm, then passing the approved documents straight through to the job/sales order, removing the manual steps in between.
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