Attach a PDF to the email
Open the quote or invoice you want to send.
Click Send.
In the send window, make sure Send by email is selected.
Open the section that corresponds to the document:
For a quote, open Attach quotes / contracts
For an invoice, open Attach invoices.
Select the quote or invoice you want to attach.
Add any other documents or files, if needed.
Review the recipients, then click Send.
The recipient will receive a PDF copy of the document as an email attachment.
Why attach the PDF?
Emails sent from Plannit normally allow recipients to access the document online.
However, some email security systems may block or filter links. Attaching the PDF allows the customer to review the document directly from the email.
This option can be especially useful when sending a document to:
a government organization;
a company with strict email security policies;
a customer who cannot open the link they received.
Download the PDF before sending it
You can still download the document manually:
Open the quote or invoice.
Click Actions.
Select Print.
Download the PDF.
You can then send it through your own email service or print a paper copy.
Good to know
The attachment is added to Plannit’s existing communication flow. The document remains available in the conversation and customer portal.
This option applies to quote and invoice emails sent manually.
You must select the document you want to attach before sending.
You can also include other files when they are available in the send window.
Frequently asked questions
Does the PDF replace the customer portal link?
No. The PDF is added to the email, while the document remains available in Plannit as usual.
Can I attach more than one document?
Yes. The send window lets you select available documents and attach a file from your device.
Why can’t I see the attachment option?
Make sure Send by email is selected and that your plan includes this feature. If the option is still unavailable, contact Plannit Support.