Attaching Files to a Proposal

You can attach files to a Proposal that will be included when the Proposal is emailed to a prospect (from within the Proposal tool).

This is a great feature if you want to include e-brochures, pricing sheets or other files with your Proposals. You can attach a variety of files, including documents, spreadsheets and images.

To Attach Files to a Proposal:

  1. Use one of these three ways to access the Proposals tool:
    • Click on the "Proposals" tool button on the Event Dashboard.
    • Use the Quick Launch 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 the "Open" link.
  3. On the Proposal Dashboard, find the "Attached Files" box and click on the cloud/upload icon in the top right corner of the box.
  4. Click on the "Select Files" button and follow the instructions to upload one or more files from your computer.
    • NOTE: A file name cannot contain any of these characters: \ / : * ? < > |

Once the files are uploaded, you can download them or delete them from the Proposal Dashboard. When you email a Proposal from the Proposal Dashboard, the attached files will be attached to the email along with a PDF of the Proposal.

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