Once you have created the proposal or contract ย you will have the option to download the proposal + contract as a PDFย 

Once approved your client will also receive a copy of the PDF proposal+contract attached to the confirmation email in which they will receive.ย 

Download The Proposal & Contract

Once you have created the proposal & contract you can simply download the pdf via the options tab top left > download pdf (This is for a draft/sent proposal/contract)
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You ย can also download the pdf via the proposal + contract tab simply by selecting the 3 dots ... in the dash view next to the proposal/contract > download pdf

Once you have selected the 3 dots > select > download pdf

Once you have selected the option to download the pdf, a new window will open in the browser showing the downloaded contract in PDF,

Alternatively, your client will also have an option to view the proposal/contract in a online ย via the email they receive, they can select to "review the proposal/contract online by selecting the "view proposal" link in the email.
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If the Proposal had a contract attached your client will be able to download the contract which is attached once approved via their email

Tips:

  • When downloading the proposal/contract via the webapp please ensure you have disabled any pop up blockers in your browser.ย 
  • The pdf will download in a separate tab in your browser.ย 

๐Ÿ’Œ ย Please reach out to your friendly CO's via the Chief Operator Support tab in the app should you have any questions or concerns. ๐Ÿ’Œ

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