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Adding pictures to quotations

Available on Go, Move and Boost
Available on Smart, Grow and Flow

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 fixed picture to all your quotations

  • Add pictures to the introduction text of your quotation
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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. Note that the shortcode $LONG_DESCRIPTION$ needs to be present on your template to display the image.
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Adding a fixed picture to all your quotations

  1. Go to Settings > Document layout > Quotations

  2. Click on Download current template (in case you do this the first time, you need to choose Download example template)

  3. Add the picture in the word document

  4. Save the word document

  5. Go back to Teamleader Focus and click on Upload template

  6. Choose the document you just added your picture to.

  7. Click Open

  8. The picture will be visible on all newly created quotations, the existing ones will not be affected automatically.
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Add pictures to the introduction text of your quotation

  1. Navigate to your quotation and edit it, or create a new quotation.

  2. In the 'Introduction text', click on the image icon

  3. Click on Upload to choose a file

  4. Adjust the settings of the picture if you want to

  5. Click “OK”

  6. The picture is now added to your quotation text for this particular quotation.
    ​Remark: You can also add pictures to your template(s) for quotation layout. That means you don't need to insert the picture every time but you can just select the template.

  7. Add product(s) to your quotation.

  8. Click Save and preview or Save.

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