The proposal PDF is the document you send to your clients. Whether responding to an RFP (Request for Proposal) or prospecting for business, your proposal PDF is your client-facing tool.
For an overview of the proposal PDF, see Proposal PDF.
Note: Most of the information that appears on the proposal PDF comes from information you enter in the Proposal Builder.
To generate the proposal PDF, open the Proposal Builder. In the top-right corner, click Download PDF.
See the image below for details of the parts of the proposal PDF.
