Add documents and attachments to a deal

Three ways to add files and documents to a deal record.

You can attach files and documents directly to a deal to keep proposals, notes, and supporting materials in one place. Wonderly gives you three options:

1. Create a new document

2. Link an existing one

3. Upload a file from your device.

Method 1: Create a new document

When to use: You want to draft something from scratch, like internal notes or a proposal, and keep it tied to the deal.

1. Go to Sales → Deals.

2. Click the deal you want to add to.

3. Click the Docs & Files tab.

4. Click the + button.

5. Click New Doc.

Expected outcome: A blank document opens automatically so you can start editing. The document is linked to the deal.

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Method 2: Add an existing document

When to use: You've already created a document elsewhere in Wonderly and want to link it to this deal.

1. Go to Sales → Deals.

2. Click the deal you want to add to.

3. Click the Docs & Files tab.

4. Click the + button.

5. Click Existing Doc.

6. Use the Filter… bar to search by name, or browse to find the document manually.

7. Select the document.

Expected outcome: The document appears on the deal's Docs & Files tab.

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Method 3: Upload a file from your device

When to use: You have a file on your computer or phone that you want to attach to the deal.

1. Go to Sales → Deals.

2. Click the deal you want to add to.

3. Click the Docs & Files tab.

4. Click the + button.

5. Click File Upload.

6. Select the file from your device.

Expected outcome: The file appears on the deal's Docs & Files tab.

Supported file formats

• Images: PNG, JPEG, GIF, WebP, BMP, AVIF, SVG

• Documents: PDF, Word (.doc/.docx), Excel (.xls/.xlsx), PowerPoint (.ppt/.pptx)

• Video: MP4, MOV, AVI, MKV, WebM

• Other: CSV, Text (.txt), ZIP archives

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FAQ

Can I delete a file or document I added? Yes. You can delete any file or document from the deal at any time.

Is there a file size limit? Yes. The maximum file size for uploads is 50 MB.

Can my client see these files? Not by default. Files on a deal are only visible to your team unless you choose to share them through the client portal.

Can I rename a document after creating it? Yes. You can rename a document at any time after it's been created.