Insert an Image into a Proposal

As you build a proposal, you can insert one or more images into the proposal to customize the content.

This option displays if your enterprise uses CRM Plus.

To insert an image into a proposal:

1. In the Navigation pane, go to Proposals > Custom Proposals and create a new proposal or open an existing proposal.
2. Drag the Image placeholder in the General Elements section from the left-hand pane onto the proposal and drop it where desired onto the page. If you are inserting an image into a hub record that was included on a proposal, refer to the Insert an Image on a Hub Record in a Proposal procedure for additional steps.
3. Double-click the Image placeholder to open the Browse dialog box and select an image file. The image file must be one of the following formats: GIF, .JPG, .JPEG, .PNG, and .BMP.
4. If needed, drag the edges of the image to resize it.
5. Repeat for additional images.
6. On the Actions bar, click Save.