Now, you can link project documents directly to Quotes and specific items, giving you a clear view of all required documentation in one place. First, upload the necessary documents to the project’s Documents module, then select and assign them to the appropriate Quote items.

For example, if your Quote (which may represent a Bill of Quantities) includes items needing technical documentation approval, you can connect those documents directly to the relevant items. This ensures that all approvals are completed before moving forward, keeping your projects on track.