How to Embed and Display Ad-Hoc PDF Files (Inline or as Button)
Easily embed PDF files into your documents — inline or as attachments.
This guide walks you through how to upload and display ad-hoc PDF files in your document, either as an embedded inline preview or as a clickable attachment button. Perfect for adding downloadable files, previews, or reference materials directly into your content.
How to Embed and Display Ad-Hoc PDF Files (Inline or as Button) — FAQ
What is an "ad-hoc PDF" in QuoteCloud and why embed one?
An ad-hoc PDF is a standalone PDF file you upload directly into a document, rather than one included in a prebuilt template. It’s typically used to add supplemental materials such as spec sheets, contracts, or reference guides. Embedding a PDF allows recipients to view or download the file directly within the document, improving readability and providing a smoother, more professional experience.
Can I display a PDF as an embed, or attachment?
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Embed: Places the PDF as part of the document layout for visual reference.
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Attachment: Adds the PDF as a downloadable file for recipients to save and view separately.
Can I hide a PDF from recipients?
Yes. You can toggle the PDF’s visibility to control whether recipients can see it in the document.
Can I control whether recipients can download a PDF?
Yes. You can toggle the Allow Download option to let recipients download the PDF or restrict it to viewing only.