Once you have created the proposal or contract you will have the option to download the proposal + contract as a PDF
Once approved your client will also receive a copy of the PDF proposal+contract attached to the confirmation email in which they will receive.
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)
You 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 via the email they receive, they can select to "review the proposal/contract online by selecting the "view proposal" link in the email.
If the Proposal had a contract attached your client will be able to download the contract which is attached once approved via their email
- When downloading the proposal/contract via the webapp please ensure you have disabled any pop up blockers in your browser.
- The pdf will download in a separate tab in your browser.
💌 Please reach out to your friendly CO's via the Chief Operator Support tab in the app should you have any questions or concerns. 💌