Logo Logo Help centre
Search
Sign in
  • Contact us
    support@upsales.com +468 505 806 01 Share your screen
    Upsales Nordic AB Sveavägen 21 111 34 Stockholm
  1. Upsales Help Centre
  2. Settings
  3. Frequently Asked Questions

Q: Can you add a PDF to document templates?

A: There are two ways to use a standard PDF template in your HTML based document template:

1. Re-do the PDF to HTML and add the code in the template

2. Use a iFrame which refers to the source (e.g the URL to your website where the PDF is published or a Google Drive, which is exposed to everyone)

So you cannot really embed a PDF into HTML, but would need to do one of the steps above.

SWE:

  1. Göra om PDF:en till HTML och addera den koden i mallen i sig i Upsales
  2. Använda sig av en iFrame som hänvisar till URL:en (om dokumentet exempelvis finns på er hemsida eller någon annan källa som är exponerad och tillgänglig för alla)
Så går inte riktigt bädda in PDF:en i HTML:en utan att göra om det eller referera till en källa som har PDF:en.
Was this article helpful?
Have more questions? Submit a request
Return to top

Articles in this section

  • Q: How often does an automation run?
  • Q: How can I increase the number of licences for a sandbox account?
  • Q: Who can set targets?
  • Q: How do I cancel my Upsales plan?
  • Q: Why can't I reset password for a user in the sandbox environment?
  • Q: Can you add a PDF to document templates?
  • What happens to mass emails when you have two account managers, and use the account manager tag as the sender?
  • When should I sync status between company and contact?
  • How do automatic MQL rules work?
  • How do we find customers assigned to an account manager who has left the company?
See more

Can't find what you're looking for?

Contact Upsales Customer Success:

Chat Call Email
Help Center API Status Visit upsales.com
support@upsales.com +468 505 806 01 Share your screen