Adding PDFs

Add a PDF to Your Quote:

  1. Open any project on your projects page. Ensure there is a quote present within the report.
  2. On the bottom left click "add custom page".
  3. Add a pdf using one of 3 options
    1. My Pdf's (these are only visible to you)
    2. Shared Pdf's (these are available and visible to your entire team)
    3. Single Use Pdf (this will be brought in from your device and not stored in SumoQuote)
  4. Select the PDF you would like to use and you will see a green perimeter box highlight the selected PDF.
  5. At the bottom on the left side you will see the added PDF.
  6. Click and drag the PDF to the desired spot on the left side of your quote.

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