You’ve got the perfect proposal stored as a PDF on our computer, but you want to send it through Proposify.  Instead of painstakingly copy/pasting your content from your PDF to our editor, our PDF import tool is just the tool you’re looking for.

PDF import is available to all plans and it allows you to upload a PDF (or page range within a PDF) as a section within your proposal. This can save you loads of copy/paste time.

How to import your PDF

To import your PDF, head to the editor for your proposal or template. From there, click the + button found at the top of the section pane:

This launches the section tool. From here, select Import PDF  from the top options. 

Drag and drop your file, or select click here to upload to open your computer's file manager. 

A confirmation window will appear showing the status of your upload (uploaded, converting, or done). From here, you can name select a page range and give your section a name.

Once complete, an image of your PDF will appear in its own section, centered in the middle of the page and matching your page size.

That’s it! No more cutting and pasting massive documents, re-importing images, or re-inventing the wheel. You simply have one awesome proposal ready in a few clicks!

FAQs

How large can my PDF be? 

We currently allow a maximum PDF size of 20MB to be imported. Any more than that and they will need to be broken out into separate sections. 

Can I edit the PDF once it has been added? 

Since the PDF will be added as an image, you won’t be able to directly edit the text. You can, however, add a text box with a background colour matching the background of your PDF. This will cover any text in the image and allow you to edit your proposal.

Can my tables be calculated into the proposal total? 

Not at this time. If you’d like to have your proposal value calculated, a fee table will need to be inserted over top of the PDF image.

Do I have to do this every time I create a proposal/template? 

Once you’ve done this the first time, your imported section can be be uploaded to your section library for future imports. Click here to learn how to save your section to the section library.

Can I move the uploaded page to other sections?

Yes, but only between other static sections. Not sure what a static section is? Click here. Want to learn how to move pages between sections? Click here.

Did this answer your question?