By including product images on your Quote Tables, it can help to bring your product or service to life. You can add product images for any Products which have been imported from your Accounting/Inventory Management/ERP System.
Enabling Product Images for your Word Quote Tables
Step 1: Go to Settings Centre
Navigate to the Settings Centre by clicking on the cog icon in the bottom left-hand corner of the CRM.
Once within the Settings Centre, search for 'Quote Table' and click the 'Click to Configure' link underneath.
Step 2: Enable Product Images for Word Quote Table
You'll now be presented with a list of your Word Quote Tables. To add product images to one of these Quote Tables, simply click on the pencil icon.
By clicking on the pencil icon, a side panel will appear. Tick to show the product images within this Quote Table and set the display size of the product image.
Enabling Product Images for your Email Quote Tables
Step 1: Go to Settings Centre
Navigate to the Settings Centre by clicking on the cog icon in the bottom left-hand corner of the CRM.
Once within the Settings Centre, search for 'Product Image' and tick the 'Show Images' box. By enabling this, you'll now be able to set the display size of the product image.
Uploading Product Images for Products
Step 1: Search for Product
Using the Global Search, search for and open the product item you wish to assign an image to.
Step 2: Find Product Image
Click the 'Browse' button and find the required image within your file browser.
Once happy with your selection, click 'Open' and the selected product image will be uploaded to the CRM, ready to be used within your Quote tables!
