Using/Managing the Proposal Image Gallery

Video Tip - Go to the 5:26 mark of the video to view information on how to use the Image Gallery to add images to your Proposal.

The Proposal Image Gallery lets you upload images to a Proposal and add titles and captions to the pictures to provide a colorful presentation of your services and products to prospective clients.

The Image Gallery images/text will be included in the PDF download of every Proposal.

To Add Images to the Proposal Image Gallery:

  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 appropriate Proposal and click on it.
  3. On the Proposal Dashboard, find the "Image Gallery" box and click on the "Upload" button.
  4. Click on the "Click to Select Files" button and follow the instructions to upload one or more images from your computer.
    • NOTE: A file name cannot contain any of these characters: \ / : * ? < > |

Once you have uploaded images, you can add a title and caption to each image by clicking on the "Edit" link under the image; adding your text; and clicking "Save".

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.

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