1. Click On "Proposals"
2. Click On The Proposal You Want To Open
3. Scroll Down To The Proposal Settings And Click On The “Attachments” Tab
4. Click On "Add Attachments"
If you are using CompanyCam, you can also attach photos or documents directly from your projects. Simply select the project from the dropdown menu at the top left, and the available attachments from that project will appear here for you to add to the proposal.
5. Click On "Browse Files"
Select The File You Want To Upload From Your Computer.
6. Once The File Is Uploaded, You Will See A Notification That Says “Successfully Added File(s)
This alert confirms that your attachment has been added correctly.
7. Scroll Down Again To The Attachments Tab To Review Your File.
Here You Can See The Uploaded Document Listed Under The Proposal.
8. Click On "Customer View" To See How The Proposal Will Look For Your Client
9. Scroll To The End Of The Proposal And Check The Attached Document
The Uploaded File Will Appear At The Bottom, So The Client Can Easily View Or Download It.
If you need any assistance with this, please don’t hesitate to contact DripJobs Customer Support or the HelpDesk.