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Proposal: Using the Design Doc and Attachments Sections

Showcase PDFs and upload files to share with clients in proposals

Tony Guerrie avatar
Written by Tony Guerrie
Updated over a week ago

Summary

In FlowerBuddy proposals, the Design Doc and Attachments sections help you share supporting materials like PDFs, contracts, or supplemental visuals. Clients can view or download files, and you can customize how these elements appear in the proposal layout.

Instructions

  • Design Doc Section:

    • Use this section to feature a single PDF document in a large, full-width preview format

    • Ideal for showcasing detailed design documents or visual mockups

  • Attachments Section:

    • Add multiple files of various formats (PDFs, images, etc.)

    • Assign custom file names to make documents easier to understand for clients

    • Clients can download any file directly from the proposal

    • Customize the section heading text and adjust attachment alignment (e.g., left, center)

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