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Adding and Editing Attached Photos on a Proposal
Adding and Editing Attached Photos on a Proposal

Inside a proposal you can add photos, edit the photo name and description, as well as mark-up the photo in the editing window.

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


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1. Inside of a proposal, Click on Attachments toward the bottom of the page.

Inside of a proposal, Click on Attachments toward the bottom of the page.

2. Click on Add Attachments

Click on Add Attachments

3. You can choose to Drag and Drop files into this section or select Browse Files to upload a file from your computer.

You can choose to Drag and Drop files into this section or select Browse Files to upload a file from your computer.

4. Once the file is uploaded it will appear here in the "Attachments" section.

Once the file is uploaded it will appear here in the "Attachments" section.

5. To Edit the photo, Click on Edit

To Edit the photo, Click on Edit

6. You can name the photo here...

You can name the photo here...

7. And type any notes about the photo here.

And type any notes about the photo here.

8. Click on Save

Click on Save

9. The Name and Notes that were added now appear here underneath the photo.

The Name and Notes that were added now appear here underneath the photo.

10. Click directly on the image to open up the editing window.

Click on the image to open up the editing window.

11. Select what tool you would like to use to edit the picture from the tool bar at the top of the window.

Select what tool you would like to use to edit the picture from the task bar at the top of the window.

12. Here is a closer view of your options.

Here is a closer view of your options.

13. In this example, I added an arrow, a text bubble, and text to help further communicate with he client.

In this example, I added an arrow, a text bubble, and text to help further communicate with he client.

14. Click on the checkmark to save.

Click on the checkmark to save.

15. The photo along with the edited Name, Notes, and Markups appears here on the Proposal that is sent to your customer.

And the photo along with the edited Name and Notes and Markups appears here on the Proposal that is sent to your customer.
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