Hey SynkedUP Crew!
Here's the webinar recording from April 13th:
We talked about how to include attachments in proposals.
Step -By-Step
Step 1:
Click on the work area.
Step 2:
Fine the box " Customer Proposal & Invoice Description"
Step 3:
Type in your wording you can have more than one.
Step 4:
Highlight what you would like to link
Step 5:
Click link button
Step 6:
Past link in the second box
Ping us in the chat below if you have any questions!
Thanks for coming on to watch π
Kyle