There are different ways to add a picture to your quotation, depending on what you are searching for.

  • Adding a picture of an article
  • Adding a general picture to all your quotations
  • Adding different pictures to different quotations

Adding a picture of an article

  1. "Products" and click on the product you would like to add a picture to
  2. Click on the icon next to the name of the product
  3. Upload your picture in JPEG format
  4. This picture will automatically be shown on your quotations when choosing this article

Adding a general picture to all your quotations

  1. Go to "Settings" > "Document layout" > "Setup now" > "Quotations"
  2. Click on "Download template"
  3. Choose "Download your active template" (in case you do this the first time, you need to choose "Download our example template")
  4. Add the picture in the word document
  5. Save the word document
  6. Go back to Teamleader and click on "Upload docx file"
  7. Choose the document you just added your picture to.
  8. Click "Open"
  9. The picture will be visible on all newly created quotations, the existing ones will not be affected automatically.

Adding different pictures to different quotations

  1. "Deals" > Choose the right deal > "Create quotation"
  2. Add the needed product
  3. Click "Save"
  4. In the next screen you add the quotation text
  5. Click on the image icon
  6. Click on “Upload” to choose a file > Click “Send it to the Server
  7. Adjust the settings of the picture if you want to
  8. Click “OK
  9. The picture is now added to your quotation text for this particular quotation.