Once you’ve completed your design, pricing, and financing, – the print proposal consolidates all the information from your proposal into a print-ready format. To access this, click on the three small lines located in the top left within Sales Mode. Next, go down to the bottom left and click the Share button.
This will give you 3 options – first, you could send the homeowner a link to an interactive Web Proposal; second, you can click Download and get a system summary; and finally, you can click Download to view your proposal details in a PDF format.