No attachment option currently under email templates or email sequences. This requires manually adding a PDF for information to each individual email.
This looks like this has been requested many times and is a simple request add- code wise.
Can we get this expedited?
Thank you for raising this again and sharing your perspective. We understand how valuable it would be to have the ability to attach files directly in email templates and sequences, instead of manually adding them each time.
While this isn’t available at present, your feedback is important and we’ll continue to review it as we plan for future improvements.
Following up on this.
I email my proposals Via PDF so adding it to a Sequence that auto-follows up would be a significant improvement.
The workaround I was given was to send the PDFs as a Web Link but people are pretty hesitant to click on links so its not a good solution.
Hi Shawn!
We completely understand your point here.
We have passed this feedback to our team and will keep you updated if we have any developments around this feature.
Any updates on this?
Thank you for taking the time to share this feature request, we completely understand the need to include attachments directly within email campaign or Sequences templates.
At the moment, direct file attachments are not supported in campaign emails. This is primarily to ensure better email deliverability and security. Email providers tend to flag bulk emails with attachments as potential spam, which can significantly impact inbox placement and overall campaign performance. Additionally, attachments limit our ability to provide meaningful engagement tracking (such as clicks and downloads), which is critical for optimizing campaigns.
As a best practice, we recommend hosting your files externally and sharing them via links within your email content. This approach keeps emails lightweight, improves deliverability, and allows you to track engagement more effectively.
To support this, you can use solutions like:
Salesmate DMS – for securely storing, organizing, and sharing documents directly within your CRM ecosystem
Google Drive or Microsoft OneDrive – for easy file hosting and shareable links
You can learn more about our Document Management System here:
https://support.salesmate.io/hc/en-us/articles/26633776000537-What-is-Document-Management-System
We’ve noted your feedback, and while this isn’t on our immediate roadmap, we’ll continue to evaluate it based on customer demand and evolving best practices.
Appreciate your suggestion, and please feel free to share more details on your use case we’d be happy to help with alternative approaches!