Attach/Embed PDF's

Hi Kris,

Thank you for the clarification! You are correct -- with the options I provided there is not a way to link multiple URLs within a PDF or image. 

In this case, after speaking with the team, what you will need to use is a PDF to HTML converter to reach the outcome you are looking for. With the text editors we utilize in the software, there is not a way to convert a PDF for embedding with multiple links in various locations on the PDF image. Once you have converted it to HTML, you can enter that code into the Source Code editor.

Best,

Shonie

CX Specialist

she/her

So we're wanting an interactive PDF that's embedded. For instance, we have a PDF with links that should be clickable, but if we use the options commented by Shonie, the PDF is no longer interactive. Directly embedding the PDF is a much better user experience than taking the user to a different website. 

Hi Kris,

For opportunities, you are able to add this information to the Description area in a couple of ways:

• Save the PDF as an image file, and insert/edit the image that way
• Have the PDF saved elsewhere, on something like Google Drive, and hyperlink text to the PDF within the Description for access

Otherwise, there is not a way to attach a PDF to an opportunity. Do these options get you closer to your goal? If not, please explain so I can take detailed notes for our team to review.

Shonie

CX Specialist

she/her

Hello Cody! Are we able to do this on an opportunity? For instance, we'd like to share some information (as a PDF) on an opportunity page. Thank you!