At times, you may wish to include extra information—such as a custom report, statement, or supplementary document—alongside your main proposal. You can easily add these documents during the “Generate Proposal” stage.
Step 1: Save Your Document as a PDF
Before uploading, ensure your document is in PDF format. Here’s how to do it from Microsoft Word:
Open your document in Word.
Go to File → Save As.
In the File Format (or Save as type) dropdown, select PDF.
Click Export or Save.
Choose your desired save location.
Your document is now ready to be added to the proposal.
Step 2: Add the PDF to the Proposal
Once your document is saved as a PDF:
Open the Proposal screen.
Simply drag and drop your PDF onto the screen.
The document will be included as an additional attachment when the proposal is generated.
Need Help?
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