Job Management from Job Information
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      3. Job Management from Job Information

      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