Printing a Proposal

How to print a proposal (single and in batch)

Printing a Single Proposal

• Click Down Arrow on Send Proposal Button at top right corner and click Print

A new window will open

• Select the format to print
• Select Template for merge discounts [optional]
• Select Regenerate Preview (If changing from default user format first loaded)
  
  

After the preview updates you can print and/or download the proposal

• Select the printer icon to print

• Or you can download the proposal to your computer

Printing Jobs in Batch:

To Print in Batch,  go to the Job > Jobs listing screen with the left menu.

Select Job(s) to Print, select Action -> Print

Select Format, Template (optional), click Regenerate Preview

You can either click the Print button to print, or the Download Button to download.

Last Modified By Josh Hughey 7/10/23