Quote Pages - Uploading Files from Quote Page

If you want to allow customers to upload files into leads from your quote page there are two steps to follow.

First you need to modify the form tag in your page template to include enctype="multipart/form-data".

The next step is to setup the actual file upload inputs on the form. Somewhere on your form, either in contact details or event details, you should add HTML similar to this:

<span style="color: rgb(0, 0, 0);"><div class="control-group io_attachment">
   <label class="control-label" for="attachment">Upload File</label>
   <div class="controls">
      <input name="attachment" id="attachment" type="file">
   </div>
</div>
</span>

You can have multiple if you want different files uploaded. For example, one for a drivers license and one for a picture of a location. Just make sure the names and ids for the inputs are unique.

You can limit the file types as well, for instance if you only want to allow JPGs or PNGs you would do:

<span style="color: rgb(0, 0, 0);"><input name="attachment" id="attachment" accept=".jpg,.png" type="file">
</span>

  Quote Updates page needs its own group name (if it shares one with the Quote Request page, the link opens the regular quote form instead), the full link format, and that file upload fields don't work inside an email.

Sending customers a link to upload files to their lead

1. In the Document Center, create a Quote Updates page and give it its own group name, one that no other page uses (for example "Attachment Upload"). Keep it active. If it shares the group name of your Quote Request page, the link will open the regular quote form instead of the update page.
2. Add file upload fields to its form (the form needs enctype="multipart/form-data" and each field needs a name, for example <input type="file" name="drivers_license">).
3. In your email template, link to the update page using this format, replacing GROUP with the Quote Updates page's group name:
   <https://rental.software/quotes/quoteme.php?name=GROUP&uid=*uid*&qid=*leadid*&cid=*contact_id*

   >

4. When the customer opens the link, attaches their files and clicks Update Info, the files are saved to that lead's Attachments section. The upload fields show "No file chosen" again after submitting; that is normal, the files are already on the lead.
5. Optional: add the variable attachments_list_html to the Quote Updates page to show the customer a list of the files on their lead. Note that it lists every attachment on the lead, including files your team uploaded, and each item links to the file. Don't use it if your leads may carry internal documents.

Important: file upload fields only work on a web page. Placing them inside an email, or asking the customer to reply with attachments, does not add files to the lead. If the form shows a validation error, the files are not saved and need to be selected again.

Accepted file types: PDF, JPG/JPEG, PNG, GIF, BMP, TIF, WEBP, Word (DOC/DOCX), Excel (XLS/XLSX/CSV), PowerPoint, MP3/MP4/MOV, ZIP. Maximum 25MB per file. 

the software also limits the file types allowed for security reasons. If a customer tries to upload a file and the file is not included on the lead, it may be because it was a file type that was not on this allowed list:

• .bmp
• .doc
• .docm
• .docx
• .gif
• .htm
• .html
• .ico
• .jpeg
• .jpg
• .mov
• .mp3
• .mp4
• .odf
• .pdf
• .png
• .pptx
• .ppt
• .tif
• .tiff
• .vcf
• .vsd
• .xlsx
• .xls
• .zip