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Add attachments to an opportunity

Feature Request[CMP]_Opportunities

It would be great if we can add attachments to an opportunity. For instance with Cisco orders we always have to ask for a quote from our distributor. They send us a quote in Excel format which we have to add to the opportunity in Autotask for our internal purchase department. If we are able to upload it directly in salesbuilder, we don't have to use Autotask anymore in this proces.

Status: To Do3 comments

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Comments3

  • Victor Raessen

    Team•

    Mar 10

    **Annemarie** (2025-08-22): I need this also but for connectwise

  • Victor Raessen

    Team•

    Mar 10

    **Fawad Khan** (2025-10-13): "Add attachments to Opportunities" (suggested by on 2024-12-03), including upvotes (1) and comments (0), was merged into this suggestion.

  • Victor Raessen

    Team•

    Mar 10

    **Glenn in 't Veld** (2024-12-03): Hi, It would really help us if we can add attachments to Opportunities. Currently we can take notes but we also log our email conversations with our clients as well special bid emails which indicate for what adjusted costs items will be bought. It is essential for our Opportunity management to have a feature to log attachments, like we can in Autotask currently. In the screenshot I have added a proposal for the button, marked in green.