There are two ways to add links to your proposal: using a text box in the proposal editor or linking to an image.
Adding a Link Using a Text Box #
1. Select Your Document #
- Choose the document you want to share from your Google Drive/Dropbox.
2. Click on “Share” #
- Click the ‘Share button to open the sharing options.
3. Set Sharing Permissions #
- Select “Anyone with a link” to ensure the document is accessible to others.
- You can customise the settings to allow others to view or edit the document as needed.
4. Copy the Generated Link #
- Copy the link that’s generated for your document.
5. Insert a Text Box in Your Proposal #
- Go to your proposal editor and add a text box where you want the link to appear.
6. Paste the Link #
- In the text box, select the link icon and paste the Google Drive/Dropbox URL into the URL field.
7. Customise the Link Display #
- You can change the text displayed for the link and choose to open the link in a new window to keep your main document accessible.
8. Save Your Changes #
- Once you’re satisfied with the placement and appearance, select Finish Editing to save your changes
Adding A Link To An Image #
1. Upload or Select the Image #
- Choose an image from your asset libaray, broswer or add a URL link.
2. Add the Link to the Image #
- Select the image, and click on the link icon in the image settings.
3. Paste the URL #
- Paste the Google Drive/Drop box URL or any other link you want to attach to the image.
4. Adjust the Link Settings #
- You can choose to have the link open in a new window, ensuring the image remains visible to your client.
5. Save Your Changes #
Once you’ve linked the image, select Finish Editing to save your changes.
