Add attachments to proposals and proposal templates

You can add an attachment in Offorte in several ways:

Proposal template

If the attachments are the same for most proposals, it is best to upload the attachments in your proposal template. This way, your attachments will be automatically inserted into every proposal you create with this template.

You can find the upload option in the proposal template settings under the gear button.

Per proposal

If your attachment changes per proposal, you can add the desired attachments in the proposal details under the heading "Attachments".

Visibility

All attachments are shown in the left menu of the proposal viewer.