Adding an Image to a Proposal Line Item

Video Tip - Go to the 3:17 mark of the video to view information on how to add an image to a Proposal Line Item.

You can add color to your Proposals by adding an image to each line item. This image will be visible both online in the Proposal a well as included in the PDF download of the Proposal.

To Add an Image to a Proposal Line Item:

  1. Use one of these three ways to access the Proposals tool:
    • Click on the "Proposals" tool button on the Event or Lead Dashboard.
    • Use the Quick Launch or Switch Event tool to select the appropriate Event and the "Proposals" tool.
    • Click on "Proposals" in the main navigation bar.
  2. Find the Proposal to which you want to add line item images and click on it.
  3. Find the line item to which you want to add an image and click on the "Actions" button.
  4. Select the "Add Thumbnail Image" option and click on the "Click to Select File" button to select and upload an image file from your computer. The file will be uploaded momentarily.
    • NOTE: A file name cannot contain any of these characters: \ / : * ? < > |

IMPORTANT NOTE: Maximum file size for images is 2.55 MB; if your file is too large, you will need to edit the image to shrink the image size.

To Remove an Image to a Line Item:

  1. In the Proposal Dashboard, find the appropriate line item; click the "Actions" button; and select the "Delete Thumbnail Image" option to remove it.
Have more questions? Submit a request

0 Comments

Article is closed for comments.