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Weekly SynkedUP Crew Party πŸŽ‰ (webinar)
Weekly Webinar - How to Include Attachments in Proposals - April 13th
Weekly Webinar - How to Include Attachments in Proposals - April 13th
The best way to attach files to the proposals so the customer can see them.
Kyle Nichols avatar
Written by Kyle Nichols
Updated over a week ago

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 πŸ™Œ

Kyle

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