Attaching Files and Documents to your Emails

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Personalize your emails by attaching playbooks, pricing plans, and other files and documents to your SalesLoft emails. Available only on the Enterprise plan, attachments can be added to and copied from:

  • New and existing templates: 

  • New and existing cadence steps (including automated email steps):

  • Emails within a cadence step:

  • One-off emails:

Here’s a quick walk-through of how to attach a .pdf file to a template:

 



* SalesLoft supports .pdf, .png, .jpg and .docx, .xls, .xlsx, .ppt, and .pptx file types, with maximum of 10mb per email sent.

 

Happy Lofting! 

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