Attaching Design and Custom Files to Proposals Functionality

Who gets it: Retailers

What is it: In the fourth step of creating a proposal, we added a new tab ‘Version Files’. A retailer can attach design images or any custom files to the proposal here. Attached design images will be included in the proposal PDF document.

design and custom files


Why it matters: Proposal PDF now looks better as everything is in the same place. Customer can now see both the pricing and design images in one PDF file. If there are any other documents associated with the proposal, the retailer can attach them as custom files for easier access.

How it works: While creating a proposal, users will see a ‘Version files’ tab bellow version buttons. Clicking on it will display version design and custom files. From here, the user can view, upload, and delete the corresponding files.