Take Your Proposal Anywhere
Every proposal can be downloaded as a PDF with your logo, brand colour, line items, terms and signature section.
Use it for your records, to print for a site visit, or to attach to your own email.
Step-by-Step: Downloading the PDF
Go to Estimates
Click Estimates in the top menu.
Click Download PDF
Click the PDF icon on the proposal's row. The PDF opens in a new tab, ready to save or print.
Or print from the proposal page
Open the proposal with the eye icon and click Print to print it or save it as a PDF from your browser.
What the PDF Shows
Unsent estimates are labelled as a draft estimate. Once sent, the PDF is titled as a proposal. After the client signs, it includes the signer's name and signing details. If you offer several packages, all package options appear until the client signs one.
Frequently Asked Questions
Yes. Send Proposal attaches the PDF of the packages you choose under Proposal Option.
No. There is one PDF layout. You can rename its section headings in Business Settings > Labels & Templates > PDF / Print Titles.
Yes. It uses the currency and formats set in Business Settings > Pricing & Tax.
Want to Send the Proposal Directly Instead?
Email it with the PDF attached and track when it's opened.