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Add PDFs, Images, and Videos to Proposals
Add PDFs, Images, and Videos to Proposals

How to add PDFs, images, videos, and drawings to Area Descriptions

Portal Pal avatar
Written by Portal Pal
Updated over a week ago

Area Descriptions allow you to write a scope of work for each area on your proposal. Just like with the Project Description and About Us sections, Area Descriptions can be used to customize your proposal with images, tables, web links, embedded videos, Drawings and PDF files, and more.

Additionally, you can record customized video recordings with Loom and embed the videos in your proposal to help explain functionality, parts, or otherwise personalize the proposal for your customer. The Loom integration is available on our Premium and Unlimited subscriptions.

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