Required Proposal Attachments

Open Settings > Terms & Conditions. Upload PDFs once (standard terms, commercial terms) and choose which proposals carry them. Required documents are locked on in the Send Proposal window, go out with the email, and show on the customer's proposal page. Rule changes apply to new sends only - a proposal already sent keeps whatever it carried at the time.

Document library

Upload a PDF and give it a title (for example "Pine Standard Terms"). Documents must be PDFs, capped at 12 MB - the same size limit DrillerDB uses for email attachments generally. Each document's title, file name, and size are listed in a table, and you can remove one with the trash icon next to it.

Rules

A rule attaches a document to proposals automatically. Two quick presets are available once you have uploaded at least one document:

• Every proposal - attaches the selected document to every proposal, regardless of project type.
• Commercial projects - attaches the selected document only to proposals on Commercial-type projects.

You can also build a custom rule: pick a document, choose whether it applies to every proposal or only to selected project types, and save. Each rule can also be limited to specific kinds of proposals - Projects, Pump/Service, or Rentals - using the checkboxes below the document and project-type pickers; leave all three checked to apply the rule everywhere. Nothing attaches automatically until at least one rule exists.

What the customer sees

When you send a proposal, DrillerDB checks its rules and locks the matching documents onto the Send Proposal window automatically - you cannot uncheck a required document from that window. The attached PDFs go out with the proposal email and also show on the customer's proposal page, alongside the proposal itself.