---
title: "Adding Documents to Proposals"
slug: "adding-documents-to-proposals"
description: "Add documents and marketing files to your proposals, allowing customers to download and e-sign contracts easily. Enhance your proposal process today with Nexudus!"
updated: 2026-04-21T15:01:03Z
published: 2026-04-21T15:01:03Z
---

> ## Documentation Index
> Fetch the complete documentation index at: https://help.nexudus.com/llms.txt
> Use this file to discover all available pages before exploring further.

# Adding Documents to Proposals

You can add documents to any of your proposals. Proposal documents are shared with customers and they can download them as they receive the proposal. You can also ask them to digitally sign documents such as contracts or agreements.

Proposal documents can fall in one of two categories:

- [Document templates with or without e-signature](/v3/docs/adding-documents-to-proposals#adding-document-templates-to-proposals)
- [Marketing files](/v3/docs/adding-documents-to-proposals#adding-marketing-files-to-proposals)

You need to [create document templates](/v3/docs/adding-document-templates) before adding them to proposals.

---

## Adding Document Templates to Proposals

You can add files based on document templates. You can choose to add with or without e-signature to any of your proposals. *For example, you can include a contract that your customers should sign when they accept the proposal.*

If you want to request e-signatures, you need to enable the [Digital Signature](/v3/docs/digital-signature) in your location.

1. Log in to [dashboard.nexudus.com](https://dashboard.nexudus.com/) if you aren't already.
2. Click [**CRM > Proposals**](https://dashboard.nexudus.com/crm/proposals).
3. Click on the proposal you want to edit.
4. Click on the **Documents** tab.
5. To include a document without signature in your proposal, select a document template from the **Attached document template** drop-down list.
6. To include a document that requires a signature in your proposal, select a document template from the **Document to e-sign template** drop-down list.
7. Click the **Save Changes** button.

You've successfully added documents to your proposal. You can [preview your proposal](/v3/docs/previewing-proposals) to make sure the documents are displayed as intended.

---

## Adding Marketing Files to Proposals

You can also add marketing files to your proposals. Marketing files can be any promotional content that you'd like to share with the customer receiving the proposal. They'll be able to download it as they review the proposal

You can add **one** marketing file per proposal.

---

1. Log in to [dashboard.nexudus.com](https://dashboard.nexudus.com/) if you aren't already.
2. Click **CRM > Proposals**.
3. Click the proposal you want to edit.
4. Click on the **Documents** tab.
5. Click **Select file** under the **Marketing file** field.
6. Select a PDF file from your device and click **Open**.
7. Click the **Save Changes** button.

---

You've successfully added a marketing file to your proposal. The customer will receive the document as they review the proposal.