Insert an Image into a Proposal

As you build a proposal, you can insert one or more images.

Prerequisite: In the Navigation pane, select Proposals > Custom Proposals and then create a new proposal or open an existing proposal.

To insert an image into a proposal:

  1. In the General Elements section, drag the Image element to the appropriate location on the proposal.
    • If you are inserting an image into a hub record that was included on a proposal, see Insert an Image on a Hub Record in a Proposal for additional steps.
    • If you are inserting an image into a text box, text will wrap around the image.
  2. Double-click the Image placeholder.
  3. On the Choose Image dialog box, browse to and select the image file that you want to upload.
    The image file must be one of the following formats: GIF, .JPG, .JPEG, .PNG, or .BMP.
  4. Click Open to insert the image.
  5. On the Actions bar, click Save.

Postrequisite: Define image properties on the Edit Image Properties pane.