Attach files to your Proposal to share with your client.

Attachment Requirements

The number of attachments permitted is dependent on the tier subscription selected by the property. For more information about Proposals tier offerings, please contact Support or your Customer Success Manager.

Acceptable file formats include, but are not limited to:

• PDF
• Word Document
• PowerPoint
• Excel
• GIF
• JPG
• PNG

Attach a File

Select Choose File.

Browse for your file, select it, and then select Open.

Type a name for your file. Repeat to add additional attachments.

Select Upload.

Select Next at the bottom of the page to proceed to the next step and save your progress.

• Proposals Step 2 - select pages for EZ module
• Proposals Step 2 - select pages for group module
• Proposals Step 2 - select a video