How can I upload a PDF to a Proposal Template?

Learn how you can add a page to your Proposal Template:

• How can I copy or move a page from one Proposal Template to another?
• How can I add a new page to a Proposal Template?

You can add a PDF to any Proposal Template in 'My Drive' (and in 'Company Drive' provided that you have admin rights).

If you wish to add your PDF to a PVsell Template, you need to copy it from the 'PVsell Templates' drive to 'My Drive' first. (How can I copy or move a page from one Proposal Template to another?)

1. Click on the Libraries icon in the main menu (side menu on the left)

2. Open the 'Proposals' tab

3. Select the Drive where the necessary Proposal Template is stored

Click on the necessary drive in the 'Current Drive' dropdown. The current drive is marked with a tick in the list of drives.

4. Click the Edit icon next to the Proposal you wish to add a PDF to

If you wish to keep both versions of the Proposal Template, for example, the current version you have in the library, and the modified version you will have after editing the proposal and adding a new page to it, you can first click the Duplicate icon next to the proposal you wish to edit, and then click the Edit icon to edit one of the duplicates.

5. In the proposal template management toolbar, click 'Upload'

Remember that you cannot edit a PDF file in the Page Maker. Make sure to update the PDF on your PC and then upload the latest version or to a Proposal Template (or to your customer's Proposal).

6. 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)

7. 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'.

8. Use your PDF files within your Proposals

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 Template.

The PDF page(s) you have added can be found at the end of your Proposal Template. Just scroll down the slides to view and manage the recently added PDF. You can easily recognise uploaded PDFs (compared to other pages in a template) by their own special icon.

Learn more:

• How can I modify a Proposal Template and what do I do with it next?