Our home service client frequently needs to include additional documents, such as datasheets, certificates, or licenses, when sending contracts to customers. Currently, there's no way to add extra PDF attachments in the email sent with the contract.
➕ Add the ability to attach one or more PDF files to the email when sending a contract for signing.
Use cases:
✅ Technical products (eg, heat pumps) are always sent with product datasheets
✅ License or certification documents included with service agreements
✅ Maintenance plans or warranty terms added alongside contracts