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 #
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 #
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.
