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How to Upload Attachments to Your Line Items in Your Proposal?

In this article, you will learn how to upload attachments to your line items in your proposals

David Arteaga avatar
Written by David Arteaga
Updated today


1. Click on Sales Pipeline

Click on Sales Pipeline

2. Locate the Deal You Want to Edit

Locate the Deal You Want to Edit

3. Click on "View Proposal"

Click on "View Proposal"

4. Locate the Line Item Where You Want to Add the Attachments

Click on Your Line Item After It´s Added

5. Click on the Clip Icon

Click on the Clip Icon

6. Click on "Browse Files"

Click on "Browse Files"

7. Select Your Picture

Select Your Picture

8. A Confirmation Message Will Show Up at the Top Right

You can add more if needed

A Confirmation Message Will Show Up at the Top Right

9. Click on Save

Click on Save

10. The Attachments Will Show Below the Line Item Description

The Attachments Will Show Below the Line Item Description


If you have any questions, please don't hesitate to contact DripJobs customer support or the helpdesk.

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