How to Save a Proposal as a PDF in the Bookipi App
Saving a proposal as a PDF in the Bookipi app is a straightforward process that allows you to download, share, or print your finalized document easily. Below, we provide a step-by-step guide, address potential troubleshooting scenarios, and highlight any limitations in the feature.
Step-by-Step Guide to Save a Proposal as a PDF:
Open the Proposal: Start by opening the proposal you want to save as a PDF. Ensure you have accessed the full document and not just specific sections like contract terms.
Access the Options Menu: Click on the horizontal ellipsis (three dots) to open the options menu.
Select 'Print': From the options menu, select the 'Print' option.
Set Destination to PDF: In the print options, you will see a 'Destination' field. Choose 'Save as PDF' from the dropdown list. You may also adjust additional settings to customize your PDF output if needed.
Save the PDF: Click the 'Save' button, and your proposal will be saved to your device as a PDF file.
Troubleshooting Common Issues:
Only Contract Terms are Available to Save: If you see an option only to save the contract terms instead of the entire proposal, verify that you have opened the full proposal document. Draft or unfinalized proposals may not display all print or save options. Finalize your proposal to access the complete options.
Settings Not Recognized: Double-check that you selected 'Save as PDF' under the 'Destination' field, as this step enables the proposal to be exported as a PDF.
Limitations:
Bulk Downloads Not Supported: Please note that the Bookipi app does not currently support bulk downloads of multiple proposals in PDF format. Proposals must be downloaded individually.
By following the instructions above, you can easily convert any proposal created in the Bookipi app into a professional PDF format for your needs. If you encounter any issues not covered here, consider reaching out to Bookipi's support team for assistance.