Add attachments to an estimate

This feature is part of Wave’s Pro Plan. Learn more about Wave’s plans or how to subscribe.

 

Add attachments to an estimate

Remove attachments from an estimate

Add attachments to an estimate

Estimate attachments are only available in the web browser version of Wave.

  1. Log in to your account at waveapps.com.
  2. On the left-side menu, click Sales and Payments > Estimates.
  3. Locate the estimate you want to add an attachment to and click to open it. To add an attachment to a new estimate, follow the steps to create a new estimate.
  4. Click Edit estimate.
  5. At the bottom of your estimate, click the + icon in the Attachments section, then select the files from your device. You can also drag and drop your files here.
  6. Click Save and continue.

When you send the estimate, click the checkbox next to Show attachment files in the email to also attach the files in the email sent to your customer. If the total file size exceeds 5MB the files cannot be attached to the email. Learn more in Frequently asked questions about estimate and estimate attachments.

Remove attachments from an estimate

  1. Log in to your account at waveapps.com.
  2. On the left-side menu, click Sales and Payments > Estimates.
  3. Locate the estimate you want to remove attachments from and click to open it.
  4. Scroll down to the Attachments section, then click the x icon beside the attachment you want to remove.
  5. Click Save and continue.