Skip to main content
All CollectionsGuides For Creating Documents
How to Embed a Video in a Proposal or Follow-up.
How to Embed a Video in a Proposal or Follow-up.

Easily embed a YouTube or Vimeo URL into your flow

Perry Smith avatar
Written by Perry Smith
Updated over 2 months ago

Now you can embed videos directly into your Proposals and Follow-up's on Inly! Whether it’s a demo reel, service explanation, or follow-up message, you can now include YouTube and Vimeo links seamlessly within your flows.

  1. Log in to your Inly account create a flow by clicking on the + icon. Select a proposal or follow-up and proceed.

2. Proceed through the flow builder and create a new client or select an existing one.

3. On the flow builder window, select a cover image, and then click next.

4. Once you have entered the proposal charges, you can click next and select "Custom Page." (For follow-up's click the "+" icon to add the page and then select "Custom Page."

5. Click on the image icon and then select "Add Embedded Video."

6. Paste the URL to the YouTube or Vimeo video to embed it into the flow.


7. Once submitted, it will give you a preview of the video that has been embedded. This video will appear before the charges are shown in a Proposal!

8. Proceed with building the flow and then click Send. Below is an example of the Client view of a proposal with the video embed.

For any additional questions, please reach out by clicking on the chat box or at support@inly.com and a team member would be happy to assist you.

Did this answer your question?