How do I download a PDF file (proposal, order, invoice)?
To download a PDF file, do the following:
- Go to Projects and select Proposals, Orders, or Invoices.
- On the Proposals page, Orders page, or Invoices page click on the # towards the left-hand side.
- Once you are on the proposal/order/invoice page, click on Share.
- Once everything looks good on the form, click on Save as PDF.