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How do I add a PDF to my proposal?

Note uploading a PDF to a Proposal Template is covered in this help topic: How can I upload a PDF to a Proposal Template?

1. Open up the Proposal Tab of your project

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2. In the proposal management toolbar, click 'Upload'

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3. Upload the file

In the window, that appears, do either of the following:

  • click the upload link and find the PDF on your computer

or

  • drag the PDF from your File Explorer into the window's drop zone
    (If you use the 'drag and drop' method, make sure you drop the file inside the drop zone. The drop zone will change opacity to indicate you are in the right spot to drop)

If you need to upload more files, it's no need to return to the previous step again and again. You can upload as many PDF files as you want by clicking anywhere around the icons of the uploaded PDFs in this window.

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4. Wait for the file upload to complete

This may take some time for large files. When the upload is complete, you will see a notification saying 'File Uploaded'.

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5. Use your PDF files within your Proposal

Now you can use your PDF files within your proposal. Hover over the PDF page in the preview section on the left in order to:

  1. download PDF,
  2. duplicate it,
  3. copy/move it to another proposal,
  4. or to delete the PDF file from the proposal.

The PDF page(s) you have added can be found at the end of your current proposal. Just scroll down the slides to view and manage the recently added PDF.

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