Media Library and PDF Content Pages

These two settings both add your own content to a proposal, in two different ways. The media library holds images you place inside custom templates. PDF content pages attach whole PDF pages to the front or back of any proposal without rebuilding them.

Looking to add a photo to a custom template? Start with Media Library below. Looking to attach a cover page, spec sheet, or warranty page? Skip to PDF Content Pages.

🚧 Admin only 🚧 Both are part of global settings, which requires the Manage proposals permission.

For more information on Proposal Tool Permissions: Who Can Do What, please see this support article: Proposal Tool Permissions: Who Can Do What.

Media Library

The media library is where you upload custom image assets for use in the templates your company builds. Typical assets include a photo of a completed solar array, racking or equipment photos, and a photo of your team.

Once an asset is in the media library, you can use it in the template builder to build custom outputs.

Media library assets can sit alongside variable-driven data on the same template page, so one page can carry real photography and live numbers from the design together.

1. Upload Your Image Assets

Open the media library in global settings and upload the images you want available to your templates using the blue button on the top right of the menu.

The image appears in your asset grid once the upload finishes.

2. Use an Asset in the Template Builder

Your uploaded assets become available in the template builder when you build or edit a custom template.

For more information on Block Types and Building a Page, please see this support article: Template Builder: Block Types and Building a Page.

PDF Content Pages

PDF content pages are the more immediately useful of the two, and they do not require the template builder at all.

You build a library of PDF pages that can be included before or after your proposal by default. This works with both the standard proposal and custom proposals. Any proposal your team generates can carry a PDF page at the beginning or the end.

Common uses:

A company cover page
An About Us page
An equipment spec sheet
Warranty or terms pages

📘 Pro Tip: PDF content pages let you reuse collateral you already have without rebuilding it inside the tool. If you have an existing PDF page you like, reach for PDF content pages before you reach for the template builder. It is a fraction of the work and the output is the page your marketing team already approved.

3. Add a PDF Page to the Library

Add your PDF page to the PDF content pages library and set whether it appears at the beginning or the end of the proposal.

The page appears in your PDF content pages list once saved.

4. Add a Conditional Rule, If You Want One

A PDF content page does not have to appear on every proposal. You can add a condition so it only appears when the condition is met.

For example, you might add a condition that the panel name matches a certain name or string, and attach that panel's spec sheet. Proposals using that panel get the spec sheet, and proposals using a different panel do not.

The rule saves once you confirm it, and only proposals meeting the condition will include the page.

❗ IMPORTANT These are preset settings. Nothing is saved until you click Update Preset, or choose to discard the change or save it as a new preset. Leaving global settings without doing one of those three loses your work.

For more information on Presets: How Settings Are Grouped and Saved, please see this support article: Presets: How Settings Are Grouped and Saved.

For more information on Set Up the Proposal Tool: Order of Operations, please see this support article: Set Up the Proposal Tool: Order of Operations.

For more information on Template Builder: Access, Templates, and Pages, please see this support article: Template Builder: Access, Templates, and Pages.

For more information on What's Included in the Standard Proposal, please see this support article: [NEEDS CLARIFICATION: confirm whether this refers to "Standard Proposal Example" (https://help.scanifly.com/standard-proposal-example) or a different, not-yet-published article].

If you have any questions or need further assistance, please reach out to our chat support or email hello@scanifly.com.

[NEEDS CLARIFICATION: confirm whether attached PDF content pages are counted in the proposal's page numbering/page count on export]

[NEEDS CLARIFICATION: confirm whether a salesperson can toggle a PDF content page off per proposal, the way the five standard pages can]