Inserting/Embedding Ad-hoc PDF Files

It is straightforward if you want to insert or embed an ad-hoc PDF file into your sales quote. Just click on the "+ Insert" button and select Attach PDF File from the drop-down:

Sales Quote and Sales Proposal Software - Inserting/Embedding Ad-hoc PDF Files - illustration 1

A content block will appear asking you to provide a title, description and upload the PDF itself.

Also, you have the option to embed the pdf file inside your sales quote. If you choose to embed the PDF file, it will physically be added as additional pages to your sales quote if you choose not to embed (i.e. a link is shown in your sales quote to open the PDF in a new browser tab).

You can attach as many PDF's as you like in every section of the sales quote; however, be careful of adding too many as this will affect the file size of the sales quote when opened as a PDF by your customer.

Sales Quote and Sales Proposal Software - Inserting/Embedding Ad-hoc PDF Files - illustration 2

After you have selected a PDF file in the green drop zone, you will notice your PDF file is uploaded into your sale quote.

You can either embed the PDF or display a link in your sales quote; by default, PDF files are handled with a link for your customer to click on to open the PDF file.  The Title and Description fields (shown above) are used to display information about the content s of the PDF file for the customer to understand exactly what the PDF document is.

The alternative is to embed the PDF file as part of the sales quote.  When this option is selected, the PDF file will be inserted and displayed full-page (edge to edge) in your sales quote, as if it is part of the normal content of the sales quote section.  This feature is perfect if you want to embed documents such as product specifications, or installation guides, etc.  

To embed a PDF file, click on the Embed PDF inside your proposal switch to be in the on-state (green).

Sales Quote and Sales Proposal Software - Inserting/Embedding Ad-hoc PDF Files - illustration 3

The example above shows a product specification PDF displayed (as an embedded document) in the sales quote.

Related User Guide Topics

Moving Content Blocks (Drag & Drop)
10 Mar 2021
As you insert content blocks, i.e. text, images, videos, forms, spreadsheets, embedded PDF's, you may want to rearrange the position of these content blocks
Hide Content on a Sales Quote
11 Aug 2020
You may on occassion wish to create content that does not appear in a sales quote. For example, you may create a spreadsheet to perform calculations that should not show in the document that your customer reads; or you might create a block of text that is for your internal use.
Margins, Padding and Borders for content blocks
14 Mar 2020
Padding and margins are very similar, and it can be difficult to know which one you should use. The basic purpose of both is to change the amount of space between elements on the page.
Add background images to Rows and Columns
5 Mar 2020
A feature of rows and columns in the Sales Quote Editor is the ability to set a background image behind content contained in a row or column.  This user guide topic covers how to add a background image in a row and column.

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