Printing or downloading a proposal as PDF
- Mike OB (Unlicensed)
- Troy Sweet (Unlicensed)
You can view, download, and print a PDF version of 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.
Your customer can download a copy too.
From the presentation view (which is what they see when you send them their quote), they can choose to toggle from the standard/interactive view to the document/print view.
Below the heading, click the print icon.
Your customer does not have document options to override the settings you set, but they can download/print.
The document in this view adopts a mix of the presentation settings, and assembly-level visibility options on pricing. The settings on the print view should be exactly the same as on the interactive view.
