Printing proposals can be done before or after delivering a proposal.
Once you’ve created your Draft, via a Template in the Library, enter your contact and go to “Step 3” Send. Here you’ll have an opportunity to preview the proposal by clicking on Preview to the right of the recipient. This will then display a preview of what the customer will receive. To the top left corner is a PDF download icon. You can then download and print the PDF.
To download it after you’ve delivered the proposal, you can do this by clicking on the proposal title from the Proposals tab. Click on Recipients at the top left corner. Here you’ll see the recipients and to the right you’ll see a download PDF icon.
How To Video: