Downloading PDF Files of Proposals, Orders or Invoices

How do I download a PDF file (proposal, order, invoice)?

To download a PDF file, do the following:

  1. Go to Projects and select Proposals, Orders, or Invoices.Download_PDFs_-_Step_1.png
  2. On the Proposals page, Orders page, or Invoices page click on the # towards the left-hand side. Download_PDFs_-_Step_2.png
  3. Once you are on the proposal/order/invoice page, click on Share. Download_PDFs_-_Step_3.png
  4. Once everything looks good on the form, click on Save as PDF.Download_PDFs_-_Step_4.png



Article is closed for comments.