1. Open up the Proposal tab for the project
2. In the proposal management toolbar, click 'Download'
3. Click the download icon to complete the action
If your project is not complete...
If your project is not complete, you may get a warning forcing you to complete your project first. Click 'Close' to close the notification, then complete the project, and return to the 'Proposal' section again.
In this case, the download button will look like this:
How to complete your customer's project
Select the tab you need to fill in, and proceed to entering your customer's information into it:
Most likely, the project's tabs you need to complete in order to generate and download your proposal, are the ones without a check mark on them. For example, the image below shows that the 'Site' tab is not complete.
4. Your proposal will be generated as a PDF, and will then download to your computer
You may need to enable pop-ups in order to download the PDF.
You can reuse this proposal later. Learn how to do it:
0 Comments