Exporting and Downloading Proposals

Overview
Export proposals in bulk or download individual PDFs for offline record-keeping.

Steps

• Download single proposal

  1. Click the three-dot Action menu next to a proposal.

  2. Select Download to get a PDF.

• Export list

  1. Click the Export button at the top of the Proposal list.

  2. Choose CSV or Excel format.

  3. Open or save the file.

Tips

• Use exports to integrate with your CRM or accounting tools.

Troubleshooting / FAQs

• Q: Export button does nothing.

  • A: Ensure pop-ups are enabled in your browser.