Attach PDF Documents to the Sales Proposal

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:

1. Navigate to the top right corner of the Info page and click on the upload file button.

2. Upload the files that you wish to attach.

3. 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"

4. Click the  button

From this same section, you are able to attach other files such as utility bills, site images, marketing material, etc.