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How to Add Attachments & Pictures to a Proposal

How to Add Attachments & Pictures to a Proposal

This article will detail how to add attachments and images to a DripJobs Proposal.

Written by Danielle Walls

Updated over 4 weeks ago

Uploading Attachments

1. Navigate to the Desired Proposal

Navigate to the desired Proposal

2. Click on 'Attachments'

Click on Attachments

3. Click on 'Add Attachments'

Click on Add Attachments

4. Click on 'Browse Files'

Click on Browse Files

5. You can Upload PDF Files

You can upload PDF files

6. You can Also Upload Images

You can also upload images

7. The CompanyCam Integration Will be Available Here if the Integration is Active

Note: See more about the CompanyCam integration here.

The CompanyCam integration will be available here if the integration is active

Editing Attachments

1. Click on 'Edit'

Click on Edit

2. Change the Desired Fields

Change the desired fields

3. Click on 'Save'

Click on Save

Attachments on the Proposal

1. PDFs Will Show Under the 'Attachments' Section in the Proposal

PDFs will show under the Attachments section in the Proposal

2. The Customer can Click on 'View' to see the PDF

Note: The customer will be directed to a new tab to view the PDF.

The customer can click on View to see the PDF

3. Photos Will Show up Under the 'Media' Section of the Proposal

Photos will show up under the Media section of the Proposal

4. The Customer can Click on the Picture Thumbnail to Enlarge it

The customer can click on the picture thumbnail to enlarge it.

If you need any assistance with this, please don’t hesitate to contact DripJobs Customer Support or the HelpDesk.