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Attaching files to email templates/sequences




  • Michael Barnett

    Yep, being able to attach files to email templates is a must! All other CRM platforms I know allow you to do this. It makes it almost unusable if you can't attached files to email templates.

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  • Team Salesmate

    Attaching files to emails can drastically increase space utilization. That's one of the reasons its not provided as part of templates. We suggest to put files to dropbox, google drive or one drive and place their links over here.

    This way, it saves the space at the same time our link tracking functionality can tell you if the customer has clicked on a link to download the file or not.

    We are open to listening to our customers if the above-suggested method is not the best option to use.


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