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How to Attach Files to a Customer Proposal
How to Attach Files to a Customer Proposal

Send photos to your customer for review along with your proposal via a shareable link.

Fred Pape avatar
Written by Fred Pape
Updated over a week ago

Did you know you can include links to photos, design files, etc. in your job proposals?

You will need a link in order to attach photos to a Proposal. So, first of all, you will need to put your photos and attachments in a shareable folder, such as Google Drive or Dropbox. This will provide you with a link to the folder that you can then share with your customer.

This tutorial will show you how to do it.

Step by Step:

Step 1:

Go to the job that you want to send off to a customer and hit the Reports button (the printer icon in the upper right-hand corner).

Step 2:

Turn on the Customer Proposal toggle and hit Select.

Step 3:

Turn on the toggles for each Workarea you want to include in the Proposal. This will provide you with a description box where you can type a description of the Workarea. This is also where we're going to put our links to our files.

Enter some text such as "Click here to view photos". Then highlight the text with your mouse and click on the hyperlink icon at the top of the text box.

Step 4:

This generates a little popup. Paste your link into the second box and hit Enter on your keyboard.

Step 5:

Alternatively, you could use the +add a new info link button to insert a link. In the Display Text box, write the text you want your customer to see, such as "Click here to see photos". Paste your link in the box beside it.

Step 6:

You can repeat Steps 4 and 5 for each link that you want to include.

Hit the Send for Review button. When your customer clicks on your proposal link and views it in the Customer Portal, they will be able to click on the links and view your attachments.

That's how you can share photos and other files with your customers.

Let us know if you still have questions!

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