Uploading vendor document
Learn how to upload and attach contracts, proposals, and quotes to vendor records for easy reference.
Keep contracts, proposals, quotes, and other vendor documents attached to the vendor record for easy reference.
Plan requirement: Pro plan
How to upload
- Go to Planner > Vendors, click on the vendor, and go to Documents tab
- Click Add new document and upload your file
- Click Save vendor
Tips
Upload contracts immediately. When you receive a signed contract, upload it right away so you always know where to find it.
Keep proposals too. Even unsigned proposals are useful for comparison and reference.