How to attach photos to a quote
Add up to 8 site photos to any TailoredQuote quote. Photos appear as full-page images on the customer's PDF, with your letterhead branding throughout. Takes 30 seconds.
Why attach photos?
A quote with photos closes more jobs than a text-only quote. Customers can see what you saw on your survey, understand the scope, and visualise the result. Photos also justify your pricing — a photo of rotten woodwork or tight access is worth a paragraph of explanation.
Step 1 — Open the New Quote page
From your client portal, click New Quote in the top nav. Start the quote as normal: customer name, customer address, property reference (optional), total price, and the scope description.
Step 2 — Scroll to the photo upload zone
Below the line items, there's a 4-column thumbnail grid with a + tile in the bottom-right. On desktop, the upload area is always visible. On mobile (≤768px), tap "Add images to quote" to expand the upload area.
Step 3 — Add photos
Three ways to add:
- Drag and drop — drag from desktop, browser tab, or another app
- Choose from Library — opens the standard file picker for desktop or phone gallery
- Take Photo — opens the camera directly on iOS and Android (mobile only)
You can mix all three methods. Maximum 8 photos per quote.
Step 4 — Review and reorder
Each thumbnail has a × delete button in the top-right corner. The + tile in the bottom-right adds more (up to 8 total).
Photos appear in the PDF in the order they're shown in the thumbnail grid. The first photo gets the most prominent layout (full-page centred when you have just 1 photo, top-left when you have 2-4).
Step 5 — Save the quote
Photos are attached when you save the quote. The PDF generation now includes:
- Page 1+ — the standard text quote with line items and total
- Page N+1 — first photo (or 2x2 grid if you have 2-4 photos)
- Page N+2 — second page of photos if you have 5-8
Every photo page respects your letterhead margins. The letterhead appears as a full-page background under the photo, so the customer sees your branding throughout.
Tips for great photo quotes
- Wide landscape phone shots work better than portrait — gives you more context per photo
- Take 4-6 photos, not 1 or 8. Single photos look thin; 8 can feel overwhelming.
- Include a "before" overview as the first photo, then close-ups of specific issues
- Don't include photos with people in them unless you have explicit consent for the customer to see them
- Strip metadata if camera location matters — your phone's settings have a toggle for this
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Frequently asked questions
Up to 8 per quote.
Yes — mobile devices show a 'Take photo' button that opens the camera.
JPEG, PNG, HEIC, WebP. iPhone HEIC is auto-converted.
1 = full page. 2-4 = 2x2 grid. 5-8 = 2x2 grid across two pages.
No — typical 8-photo quote is under 4MB.
Related
Last reviewed: April 2026
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