Add Product Images to Estimates

Enhance Your Estimates with Visuals

Make your estimates more compelling and professional by adding product or service images directly to line items. With this feature, you can attach up to four images per item, providing clients with a clear visual reference that helps them understand what they're purchasing. This can lead to faster approvals and fewer clarifying questions.

Benefits of Adding Images

Incorporating visuals into your estimates offers several advantages:

• Clear Communication: Clients see exactly what they are getting, reducing misunderstandings.
• Faster Approvals: Visual context helps clients make decisions more quickly.
• Professional Presentation: Enhances the overall look and feel of your estimates.
• Efficiency: Reuse images from your media library without needing to re-upload.
• Mobile-Friendly: Clients can easily view and zoom into images on any device.

Image Source Options

You have flexibility in where you source your images:

• Media Storage: Select existing images from your CRM's media library.
• Upload New: Add images directly from your computer; these are automatically saved to Media Storage for future use.
• Mix and Match: Combine both stored and newly uploaded images, up to four per line item.

How to Add Images to an Estimate

Follow these steps to include images in your estimates:

1. Navigate to Payments → Invoices & Estimates → Estimates.
2. Click New Estimate.
3. Fill in the estimate details, such as customer information, item names, and pricing.
4. Under the desired line item, click Upload Images.
5. Choose to upload new files or select from Media Storage.
6. Select up to four images and click Insert Files.
7. Review the estimate to ensure thumbnails appear correctly beneath each line item.
8. Click Send to deliver the estimate to your client.

Clients will see clickable thumbnails that open into a full-screen gallery view for detailed inspection.

Client Viewing Experience

When clients receive your estimate, they will see thumbnail images under each line item. Clicking any thumbnail opens a full-screen gallery where they can zoom, scroll, and swipe through the images. This interactive experience is particularly effective on mobile devices.

Limits and Best Practices

To ensure your estimates remain visually appealing and perform well, adhere to these guidelines:

• Image Limit: A maximum of four images per line item.
• Supported Formats: JPG and PNG files are supported.
• File Size: Keep each image under 2MB for optimal loading.
• Aspect Ratio: Maintain consistent aspect ratios for neat thumbnail alignment.
• Descriptions: Use clear line-item descriptions; images should complement, not replace, written details.
• Additional Files: For extra documents like manuals or spec sheets, use the Attachments feature, which supports up to 10 files per estimate.

Frequently Asked Questions

Can I add more than four images per item?

No, the limit is four images per line item. For additional visuals, consider creating a collage or using the Attachments feature.

Can customers download the images?

Not directly from the gallery. Use the Attachments feature if you need to provide downloadable files.

Will adding images increase the PDF file size?

Yes, slightly. The CRM automatically compresses images to balance clarity and file size.

Do images carry over if I convert the estimate to an invoice?

Yes, images remain visible when you convert an estimate to an invoice.

Do images sync to external accounting systems like QuickBooks?

No, images are stored within the CRM and are not transferred to external accounting systems.

What image formats are supported?

JPG and PNG files are fully supported. Avoid using TIFF or RAW formats.