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Quotes, contracts & invoices

The Files library

Upload a file once and reuse it everywhere. Versions keep what you already shared exactly as it was.

The Files library (Settings, Files) holds the documents you send often: a pricing guide, a brochure, a prep checklist. Upload each one once and reuse it, instead of hunting for the same PDF every time.

Versions protect what you already sent

When a document changes, upload a new version on the same file. New shares use the new version automatically, while anything you already shared keeps the exact version it got. Your old pricing guide never silently changes in someone's inbox.

Private by default, shared on your terms

Files are stored privately. Nothing is publicly reachable, and you download through your account. When you want a client to have a file, you share it deliberately: from an email, use Insert from Files in the composer to add it as a link or, for a small enough file, a real attachment. You can also show a file on a job's portal in its Files tab, and share or unshare it in one tick from the enquiry.

Every share is a controlled link, never the file itself. Each link is pinned to the version you sent, counts how many times it was opened, and can be given an expiry date or revoked at any time from Settings, Files. Revoke a link and it stops working everywhere straight away, even if it was already emailed.

Deleting

Deleting a file moves it to Settings, Trash for 30 days like everything else in Compass, so a slip is always recoverable.