---
title: Attaching Rate Sheets to Emails
description: "Table of contents - [Before You Start](#0-toc-title) - [Attaching Your Rate Sheet](#1-toc-title) - [Both an Attachment AND a Link](#2-toc-title) - [When to Attach (and When Not To)](#3-toc-title) - [How Postmark Handles the Attachment](#4-toc-title) - [If the Toggle Is Greyed Out](#5-toc-title)…"
url: "https://dotleadscout.com/docs/attaching-rate-sheets-to-emails/"
updated: "2026-04-29"
category: Outreach Tools
---

# Attaching Rate Sheets to Emails

Table of contents

- [Before You Start](#0-toc-title)
- [Attaching Your Rate Sheet](#1-toc-title)
- [Both an Attachment AND a Link](#2-toc-title)
- [When to Attach (and When Not To)](#3-toc-title)
- [How Postmark Handles the Attachment](#4-toc-title)
- [If the Toggle Is Greyed Out](#5-toc-title)

Engage+

Once you have an active rate sheet, the email composer can attach it to any outreach message with a single toggle. The carrier sees your branded pricing PDF the moment they open your email — no follow-up required.

## Before You Start

##### You need an active rate sheet first

If you haven't created or uploaded one yet, the *Include Rate Sheet* toggle in the composer is greyed out. See **5.4 Creating a Rate Sheet** for the builder walkthrough.

## Attaching Your Rate Sheet

##### Open the email composer

From any lead, click the **Email** button to open the composer.

##### Toggle Include Rate Sheet

Check the **Include Rate Sheet** box in the composer. A confirmation badge appears.

##### Compose or pick a template

Some templates auto-toggle this on (Rate Sheet Follow-Up, Introduction - New Neighbor) when you select them.

##### Send

When you click Send, the rate sheet PDF is attached to the outgoing email and a public-link line is added to the email body for redundancy.

## Both an Attachment AND a Link

   When you toggle Include Rate Sheet, the carrier actually receives the rate sheet two ways in the same email:

##### As a PDF attachment

The PDF is attached to the email via Postmark's attachment API. The carrier sees the file in their inbox client.

##### As a public link

A line is added near the end of the email body: *View our Rate Sheet: [URL]*. Useful when attachments get blocked.

##### Why both?

Some corporate email systems strip PDF attachments by default. The link is a fallback so the carrier always has a way to see your pricing, even if their IT setup blocked the attachment.

## When to Attach (and When Not To)

### Always attach

- **First-contact emails** — the carrier wants to know what you charge before replying
- **Rate sheet follow-up emails** — literally the point of the email
- **Quote requests** — faster than typing prices into the body

### Maybe skip

- **Quick check-ins** — one-line "just wanted to follow up" messages don't need the PDF
- **Replies to existing threads** — if the carrier already has your rate sheet from a prior email, skip the duplicate
- **Meeting confirmations** — the carrier is already a customer; pricing is settled

## How Postmark Handles the Attachment

   On the technical side: when you toggle Include Rate Sheet, the active rate sheet PDF is loaded from your account, base64-encoded, and sent as a Postmark attachment with a `application/pdf` content type. Postmark logs the send, and link-tracking is enabled on the public-link line in the body.

- **Open tracking** tells you when the carrier opens the email
- **Link-click tracking** tells you when the carrier actually views the rate sheet via the public link
- **Both signals** feed into the lead's engagement-signal scoring on the dashboard

## If the Toggle Is Greyed Out

##### Most likely cause: no active rate sheet

The composer checks for an active rate sheet on load. If none is found, the toggle is disabled. Build or upload a rate sheet first.

##### Less common: the active rate sheet was deleted

If the underlying PDF in your media library was deleted, the rate sheet record still exists but the file is gone. Regenerate or re-upload to fix.