Overview
Export proposals in bulk or download individual PDFs for offline record-keeping.
Steps
Download single proposal
Click the three-dot Action menu next to a proposal.
Select Download to get a PDF.
Export list
Click the Export button at the top of the Proposal list.
Choose CSV or Excel format.
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.