How do I attach files to a proposal email?

If you're sending a proposal to your customer via email and want to include other documents on the email, you can attach them from within EverBright!

First, you'll want to generate a proposal. For more information on generating a proposal, check out: How do I create a proposal?

Then you'll have a few options of how to view your proposal. One of the options is Email.

If you select Email, then an "Email Proposal" modal will open. In this modal, you can customize the email and add attachments.

If you click the Attach a File button, then a file picker window will appear and you'll be able to select a file from your computer to attach to the proposal.

While you can only select one file at a time, you are able to attach multiple files to the email.