How to save a Proposal as a PDF
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 1: Open the 'Pitch' section.
On the left-hand panel, click 'Pitch'.
Step 2: Select your proposal.
Select the proposal you want to edit.
Step 3: Go to the 'Details' tab.
Click on the 'Details' tab.
Step 4: Open the document.
Click 'View document' to open the proposal.
Step 5: Save the document as PDF.
When the print dialog opens, set the destination to Save as PDF, then click 'Save'.
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.
FAQs about how to save a Proposal as a PDF
Q: Where can I find my saved PDF after downloading it?
A: It is usually saved in your device’s Downloads folder or the location you selected.
Q: Do I need a paid account to save a proposal as a PDF in Bookipi?
A: No, saving a proposal as a PDF is available to all Bookipi users.
Q: Is the Proposal feature available in the mobile app?
A: Currently, the Proposal feature is only available on the web app. If you’re using the mobile app, you can switch to the web version to access the Pitch section.
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