To send commercial proposals and files via WhatsApp on Papo (https://papo.global/), use the attachment feature available in the composer box on the conversation screen. In just a few clicks, you can send PDFs, images, spreadsheets, and other documents directly to the customer, keeping the entire service history recorded, without switching between apps.
Attaching files directly from the platform speeds up sending quotes, contracts, and sales materials, reduces response time, and keeps the full context of the negotiation in a single inbox. Everything stays centralized in Papo, with no risk of losing the file in parallel conversations.
Summary of sending files and proposals
| Feature | Description | Main benefit |
|---|---|---|
| File attachment | Paperclip icon in the conversation composer box. | Quick sending of proposals, catalogs, and documents without leaving the chat. |
| Supported formats | PDF, images (JPG, PNG), documents (DOCX, XLSX), and other common formats. | Flexibility to send the exact material the customer needs. |
| Integrated history | The file appears in the chat timeline, along with texts and audio. | Full context of the negotiation, even after transfer between agents. |
| No extra setup | Works directly in the WhatsApp conversation connected to Papo. | Ready to use, with no plugin installation or technical adjustments. |
How to send a proposal or file: step by step
Documents are sent directly from the conversation screen, without leaving the service. The process is intuitive and requires no technical knowledge.
- Open the conversation – In the Conversations menu, select the customer chat to whom you want to send the proposal.
- Find the attachment icon – In the composer box, next to the text field, you will see a paperclip (attachment) icon. This is the control for sending files.
- Select the file – Click the icon and choose the PDF, image, or document saved on your computer. You can select one file at a time.
- Add a caption (optional) – Before sending, you can write a follow-up message, such as “Here is the commercial proposal as we discussed.”
- Send – The file is uploaded and sent automatically to the customer. Delivery is confirmed in the conversation itself.
- Track the history – The sent document is recorded in the chat timeline, identified by file type, and can be accessed at any time by you or other agents.
The entire process takes place within Papo, keeping the salesperson with the full context of the customer and the pipeline.
When to use file sending on WhatsApp
Sending documents is especially useful in sales and service scenarios that require exchanging formal information:
- Commercial proposals – Send budgets, quotes, and contracts in PDF during the conversation, speeding up decision-making.
- Catalogs and price lists – Share supporting materials without taking the customer out of WhatsApp.
- Post-meeting follow-up – Reinforce what was agreed with a summary or presentation.
- Collecting customer documents – Request receipts, invoices, or files needed to continue the service.
- B2B negotiations – Exchange technical proposals, spreadsheets, and briefings securely and with traceability.
Frequently asked questions
What types of files can I send via WhatsApp on Papo?
You can send PDFs, images (JPG, PNG), Office documents (DOCX, XLSX, PPTX), and other common formats. WhatsApp imposes some file type restrictions; executable or compressed formats may not be accepted.
Is there a size limit for files?
Yes, WhatsApp sets size limits for each media type. Documents, for example, usually have a larger limit than images. Papo respects these limits, and you will be notified if the file exceeds the allowed size.
Can I send multiple files at once?
Sending is done file by file. To share multiple documents, repeat the attachment process for each one. This keeps the conversation organized and makes it easier to track.
Can the customer view the file directly in WhatsApp?
Yes. The file appears as a normal message in the customer’s WhatsApp, and they can open it, download it, or view a preview (for images and PDFs), without needing any extra app.
Is the sent file saved in Papo’s history?
Yes. Every file sent or received is recorded in the chat timeline, along with texts, audio, and other content. This ensures the complete history is available for future reference and for agent handovers.
Do I need to configure anything special to send files?
No. The attachment feature is automatically available in all WhatsApp conversations connected to Papo. You just need an active account and the number linked to the platform.
Read also
- How to schedule sending a message to a contact?
- How to turn a WhatsApp conversation into a deal in the CRM Kanban with one click
Start sending proposals right now →
Send PDFs, images, and documents directly from WhatsApp, without leaving Papo, and speed up sales closing.