Export PDF

Preview and save the proposal as PDF.

Generate the A4 document, ready to print or save.

Step by step

1. Open the proposal → action bar.
2. Preview - see the "sheet" as it will come out.
3. Download PDF → in the browser's print window, choose Save as PDF.

The document uses the proposal's template (header, logo, quotation, totals, terms, signature) and the client's data. The footer stays fixed at the bottom of each page.

Switch template

Each proposal can use a different template. Try switching and exporting again to compare.

➡️ Next: Send by email · back to Proposals.

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