ON THE ROADMAP
File Attachments Are Coming to BizzField CRM. Structured Documents Already Work Today.
Attaching files — contracts, proposals, photos — directly to CRM records is on the BizzField roadmap and is not available in the current product. Today, quotations, orders and invoices are already generated and stored as structured, traceable records within their own modules.
Capability Status
Capability roadmap
Where Loose Files Fall Outside the Deal Record
None of this needs attachments to describe — it is exactly the gap direct file uploads are being built to close.
File Attachments on the Roadmap, Structured Documents Live Now
Direct uploads are being designed. Until they ship, your commercial paperwork already lives inside connected, traceable records.
Planned: Contracts, Proposals and Photos
File Attachments on Every Record
What you get
- Planned: attach files directly to Lead, Contact, Account and Opportunity records
- Planned: a centralized document view alongside each record's activity timeline
- Not yet available: attachments are not part of the current product build
- Until this ships, structured documents cover quotations, orders and invoices
Files will attach directly to Lead, Contact, Account and Opportunity records, sitting alongside each record's activity timeline in a centralized document view.
What you get
- Planned: attach files directly to Lead, Contact, Account and Opportunity records
- Planned: a centralized document view alongside each record's activity timeline
- Not yet available: attachments are not part of the current product build
- Until this ships, structured documents cover quotations, orders and invoices
Planned: Controls on Who Can View or Manage Files
Role-Based Document Access
What you get
- Planned: role-based access controls on who can view or manage attached documents
- Would inherit the same independent Read/Create/Update/Delete permission model already live
- Ahead of general release, this is already planned for Lead, Contact, Account and Opportunity records
- Not yet available — access to today's structured documents already follows Roles & Permissions
Access to attached documents will be governed by role, using the same permission model already applied across every other CRM module.
What you get
- Planned: role-based access controls on who can view or manage attached documents
- Would inherit the same independent Read/Create/Update/Delete permission model already live
- Ahead of general release, this is already planned for Lead, Contact, Account and Opportunity records
- Not yet available — access to today's structured documents already follows Roles & Permissions
Live: Quotations, Orders and Invoices
Structured Commercial Documents, Live Today
What you get
- Quotations: multi-line-item builder with automatic tax and discount calculation
- Orders: generated directly from approved quotations with full traceability
- Invoices: generated directly from confirmed orders, referencing the source order and quotation
- Full quotation-to-order-to-invoice traceability, so nothing is a loose file disconnected from the deal
While free-form attachments are still on the roadmap, BizzField already generates and stores key sales documents as structured, traceable records.
What you get
- Quotations: multi-line-item builder with automatic tax and discount calculation
- Orders: generated directly from approved quotations with full traceability
- Invoices: generated directly from confirmed orders, referencing the source order and quotation
- Full quotation-to-order-to-invoice traceability, so nothing is a loose file disconnected from the deal
Live: Connected to the Deal, Not Just Stored
Documents That Fit Your Pipeline, Live Today
What you get
- Every quotation, order and invoice ties back to its originating Opportunity
- Line items and pricing carry forward automatically on conversion, reducing re-entry errors
- Access to quotations, orders and invoices is governed by Roles & Permissions today
- Activity timelines on every record give visibility into what's happened on a deal, even without free-form attachments
Instead of scattered file uploads, your sales paperwork already lives inside the same records your team works from every day.
What you get
- Every quotation, order and invoice ties back to its originating Opportunity
- Line items and pricing carry forward automatically on conversion, reducing re-entry errors
- Access to quotations, orders and invoices is governed by Roles & Permissions today
- Activity timelines on every record give visibility into what's happened on a deal, even without free-form attachments
Structured Documents, Not Loose Files
Commercial documents already carry the traceability that attachments will extend to everything else.
What's Already Live While Attachments Are Built
Document Management — Questions We Get Asked
Not yet — direct file attachments are on our roadmap. Structured commercial documents (quotations, orders, invoices) are already generated and stored within their respective modules.
We don't publish fixed dates while a feature is still in design. Join the waitlist below and our team will reach out with the latest roadmap timeline.
Structured commercial paperwork — quotations, orders and invoices — is already generated and stored inside those modules with full traceability. Free-form files like signed contracts or photos will be supported once record-level attachments ship.
Yes, that's part of the plan. Role-based access controls on attached documents are already planned for Lead, Contact, Account and Opportunity records, inheriting the same Roles & Permissions model used across BizzField today.
No. Attachments are planned as an addition alongside the existing quotation-to-order-to-invoice workflow, not a replacement for it. The structured document flow you use today will continue to work the same way.
Want to Know When Document Attachments Ship?
Join the waitlist for record-level file attachments in BizzField CRM, and we'll notify you as soon as they move from the roadmap into your account.