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✍️ Proposals & editor

How do I attach downloadable documents (terms, insurance, PDF)?

The «Documents» block adds a list of files the client can download to the proposal: booking terms, the insurance policy, a PDF brochure, a detailed itinerary… It accepts PDF, Word, Excel, images, and text (up to 20 MB per file).

  1. 1In the editor, click «+ Add block» and choose «Documents».
  2. 2Give the block a title (for example «Trip documents») and, optionally, a label.
  3. 3Click «Add document», type its title, and upload the file from your computer.
  4. 4Repeat for each file; drag to reorder them.
  5. 5Publish: the client will see the list and can download each file from the online version of the proposal.

Consejo: In the PDF the documents are listed for reference; downloads only work in the online version of the proposal (the link you share with the client).

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Still have questions? Write to us at hola@proposal.travel and we'll help.