My Roof CRM

PDF Upload pages and Shared PDF pages

Attach a one-off PDF to a single proposal, or reuse a brochure or certificate from your Files library as a Shared PDF page.

Beginner 4 minSales rep / estimator, Office & admin staff· Last checked 2026-10-03

Video tutorial coming soon

The written steps below are complete. Producing the video? Use the video script tab — it follows these steps one for one.

GuideScriptChecklist

Rough runtime

2:23

Scenes

5

Lesson

6.9 · Proposals & quotes

File name

06-09 pdf-pages.mp4

Before you record

  • One PDF in the Files library and one on disk.
  • Record at 1920×1080, browser zoom 100%, light theme, sidebar expanded, no personal data on screen. See Recording standards.

Shot list

#TimeSceneScreenOn screenNarration
00:0020sIntro: PDF Upload pages and Shared PDF pages/edit/report/[reportId]Title card, then the first screen of the lesson.Brochures, certificates and permits: here is how PDFs ride along in a proposal.
10:2036sAdd a PDF Upload page/edit/report/[reportId]Click "New Page", type a Title, choose "PDF Upload", click "Create Page" and upload the file in the page editor.PDF Upload is for the one-off: a permit, a drawing, an engineer's letter.
20:5636sAdd a Shared PDF page/edit/report/[reportId]Click "New Page", choose "Shared PDF", and pick a file from your library.Shared PDF pulls from your library, so the brochure is the same in every proposal and updated in one place.
31:3236sCheck the homeowner view/edit/report/[reportId]Click "Review and Share" and scroll the PDF; remember the "Attached documents" section on the homeowner page.In the homeowner view these show up under Attached documents.
42:0815sRecap & next lesson/edit/report/[reportId]Hold on the finished result, then the end card.Next up, layouts: how to stop rebuilding the same proposal.

Narration, in order

  1. 0. Intro: PDF Upload pages and Shared PDF pages

    0:00 · 20s

    Title card, then the first screen of the lesson.

    Brochures, certificates and permits: here is how PDFs ride along in a proposal.

  2. 1. Add a PDF Upload page

    0:20 · 36s

    Click "New Page", type a Title, choose "PDF Upload", click "Create Page" and upload the file in the page editor.

    PDF Upload is for the one-off: a permit, a drawing, an engineer's letter.

    Show before cutting: The PDF renders in the page and in the preview.

  3. 2. Add a Shared PDF page

    0:56 · 36s

    Click "New Page", choose "Shared PDF", and pick a file from your library.

    Shared PDF pulls from your library, so the brochure is the same in every proposal and updated in one place.

    Show before cutting: If the library is empty, add files first in Settings → PDFs ("Upload File", PDF only).

  4. 3. Check the homeowner view

    1:32 · 36s

    Click "Review and Share" and scroll the PDF; remember the "Attached documents" section on the homeowner page.

    In the homeowner view these show up under Attached documents.

    Show before cutting: The PDF pages print in order and appear as downloadable attachments.

  5. 4. Recap & next lesson

    2:08 · 15s

    Hold on the finished result, then the end card.

    Next up, layouts: how to stop rebuilding the same proposal.

Related lessons

The report editor: pages, toolbar, preview and settings

Reorder and toggle pages, rename the page you are editing, add a new page, preview a page as PDF, choose a price list in Report Settings and save the proposal as a layout.

Proposals & quotesBeginner10 min

Files: your shared PDF library

Upload brochures, warranty certificates and other PDFs once, organise them in folders, and use them as Shared PDF pages in any proposal.

Settings & integrationsBeginner4 min

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