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.
