Add useful documents such as terms and conditions, press coverage, information statements, and marketing schedules to your proposal. Your prospective clients will be able to download these documents as a PDF file. You can upload up to 10 documents. Each PDF has a maximum file size of 10MB.
Documents that you upload will only be visible to you. If you're an account administrator and want to add a document that all users can access from the document library, you need to add the documents in a custom proposal template.
Tip
You can upload a PDF, DOC or DOCX file.
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Edit the title to be relevant to the documents you are uploading.
Image 1: Editing the title.
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Click on the 'Add your document' bar, then click on the Edit icon and select a PDF file from your computer.
Image 2: Adding documents.
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Click on Upload Document, then click Select Files and select a PDF from your computer.
Image 3: Uploading documents.
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Enter a name for your document and click Upload Document.
Image 4: Naming your document.
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Repeat the steps above if you are uploading multiple documents. After you have uploaded all the documents in the Document Library, select the documents you want to include in your proposal and click Save.
Image 5: Selecting documents in the Document Library.