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Adding Social Media Links to Your Proposals
Adding Social Media Links to Your Proposals

Learn where you can add your social media links so that they show up directly in your proposal for you clients to see.

Danielle Walls avatar
Written by Danielle Walls
Updated over a week ago


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1. Click on Company Settings

Click on  Company Settings

2. Click on Company Information

Click on Company Information

3. Enter your social media links here.

Note: DO NOT ENTER the https://

Enter your social media links here. DO NOT ENTER "http://"

4. Click on Save

Click on Save

5. Inside a Proposal, Click on View Portal

This will allow you to see what the customer sees when they open your proposal.

Inside a Proposal, Click on View Portal

6. Your social media links will appear to the left of your proposal just below "Company Documents".

Your social media links will appear to the left of your proposal just below "Company Documents".
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