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Can you attach files to a proposal?
Can you attach files to a proposal?

We currently do not have the ability to attach files to a proposal. Please reach out to us if you would like to see this developed!

Ella Buan avatar
Written by Ella Buan
Updated over a week ago

Add a link to your terms or message templates

We don't currently support file attachments on a proposal. You can add a link to files on your engagement letter or personalized messages if you have the files uploaded on a website or a file-sharing site like Google Drive or Dropbox.

To add a link to your engagement letter or personalized messages, wrap the link text with quotation marks (") and immediately follow it with a colon (:) and the file's URL.

Here's a "link to a file":

This will appear in your editor like this:

How to send 7216 consent to disclose forms via Ignition

In this video, Reid (Senior Key Account Manager) shows you how to use Ignition to get authorization for the 7216 consent to disclose.

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