Proposal Print to PDF

To print a proposal to PDF in your system, please follow these steps:

1. Locate the Proposal Quote Tab: Navigate to the Proposal Quote tab in your system.
2. View Options: At the bottom of the Proposal Quote tab, you will see two buttons:
   • View Short Quote
   • View Long Quote
3. Select a View: Click on either the “View Short Quote” or “View Long Quote” button. This will open an HTML view that is formatted for 8.5″ x 11″ paper.
4. Print the Page: In the top left corner of the HTML view, there is a link labeled “Print this page.” Click on this link to initiate the print process.
5. Produce a PDF: Follow the prompts provided by your operating system to print the document. You will have the option to select “Save as PDF” or a similar option, depending on your OS.

By following these steps, you can easily print your proposal to a PDF document.