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You can view

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, download

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, and print a PDF version of

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each proposal.

NOTE: Some PDFs may take longer to load. This can be avoided by adjusting the PDF settings.

  • Go to the Files tab in the project you wish to see

  • On the right hand panel, you will see Custom documents list, which is a list of different document types.

    • The master document shows everything, the cost, the price, the quantities and production notes. This is intended for internal use.

    • The subcontractor document shows the quantities but not the cost or pricing for items.

    • The default document shows it with recommended settings for displaying it to your customer.

  • You can override the display settings when the document viewer window opens by clicking the Document options button

  • Click Download to download the document, it can take a few seconds to generate.

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