How Does Proposal Download Work?

Follow the steps below to download a proposal in PDF format.

Step 1: Click the “Customers” tab from the main menu.

Step 2: Locate the customer and click “Proposals”.

Step 3: Click “View Detail”.

Step 4:  Click the "Download" button in the header. 

Step 5: The proposal PDF will automatically save in the “Attachments” section. Click the "View Detail" icon to view the proposal in the next tab. Click the "Delete" icon to delete the proposal.

Step 6: Once the proposal is converted into a project, the PDF proposal will automatically be saved in the project’s “Attachments” tab.

Step 7: Click the "View Detail" icon to view the proposal in the next tab. Click the "Delete" icon to delete the proposal. Click the "Download" icon to download the proposal.