This article is in the Projects > Info section of the App.
You are able to attach documents, such as specification sheets or brochures, to both the Online Proposal and PDF sales proposal using the following steps:
- Navigate to the top right corner of the Info page and click on the upload file button.
- Upload the files that you wish to attach.
- Add the appropriate File Tag from the dropdown box. If you want to insert this file into the sales proposal, choose either "sales proposal - equipment documentation" or "sales proposal - extra file"
- Click the button
From this same section, you are able to attach other files such as utility bills, site images, marketing material, etc.