This guide shows you how to:
Upload photos and tag them
Organize your media for easy searching
Quickly add photos to proposals
Why Use Tags on Uploads?
Tagging your photos allows you to:
Find images instantly later
Reuse photos across proposals
Stay organized as your library grows
Step 1: Upload and Tag a Photo
Select the photo you want to upload
Before uploading, add a tag
Example tags:
Audi A8
Tesla Model 3
Residential living room
Storefront
Click Upload
Your photo is now saved and tagged.
Step 2: Add Photos to a Proposal
Create a new proposal
Click Archive (media library)
Search using your tag
Example:
Search “Audi A8”
Select the photo
Click Save Files
Step 3: Complete and Send Proposal
Add your services and pricing
Save the solution
Send the proposal to your client
The selected photos will now be included.
Best Practices for Tags
To keep things organized:
Use consistent naming (ex: vehicle model, room name)
Keep tags simple and searchable
Tag photos as you upload them (don’t skip this step)
Key Takeaway
The flow is simple:
Upload photo
Add tag
Search tag in proposal
Insert photo
Why This Matters
Saves time when building proposals
Makes your proposals more visual and professional
Helps customers better understand what they’re getting
