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Booking Form Attachments on Proposals

If your customer adds pictures to the booking form you can make them visible in the proposal as well

Laura Cuadros avatar
Written by Laura Cuadros
Updated over 3 weeks ago

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โ€‹1. Click on "Sales Pipeline"

Click on "Sales Pipeline"

2. Locate the Deal & Click on "View Proposal"

Locate the Deal & Click on "View Proposal"

3. Within the Settings Bar, Click on "Booking Form"

In you Bar Settings, Click on "Booking Form"

4. The Pictures Will be There

You can attach these pictures to the Proposal and the Work Order

The Pictures Will be There

7. This is how the customer will see it within the Proposal!

This is how the customer will see it within the Proposal!

If you need any assistance with this, please donโ€™t hesitate to contact DripJobs Customer Support or the Help Desk.


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