Printing a Proposal

How to print a proposal


Printing a Proposal

  • In the proposal navigate to the Send Proposal button and click the drop down caret
  • Select Print

A new window will open

  • Select the format to print
  • Select Template for merge discounts [optional]
  • Select Regenerate Preview

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

  • Select the printer icon to print directly to your printer


  • Or you can download the proposal to your computer