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Adding a Video Walkthrough to Your Proposals

Adding a video walkthrough of the proposal gives a personal touch, and helps increase win rates. Here is how to create and attach a video.

How to Add a Video Walkthrough

  • Navigate to the proposal preview during proposal creation (Step 4 typically)

  • In the top right, you will see a "Start Recording" button, to the left of the "Send Proposal" button.

This feature uses the Mux Extension, which is only supported on desktop/laptop. Mux's supported browsers include the following:

  • Chrome

  • Bravo

  • Opera

  • Edge

The Mux extension will not show on other browsers/devices and that button will instead be replaced by a button prompting to Upload Recording which will pull locally from your device.

If you see Upload Recording are on a mobile device, you will also see a dropdown menu arrow to then select Take Video. This will open your camera and allow you to take an inspection video and attach it to the proposal.

  • The below window will pop up when you hit the Start Recording button, prompting you to begin recording.

  • Once you have selected start recording, it will prompt you to select which screen to record. Then there will be a short 3 second countdown before you can begin the walkthrough.

  • Upon completion of the video, you can choose to re-record the video, or attach the video to the proposal.

  • Should you attach the video and need to replace it, you can select the replace recording button.

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