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Downloading PDF Versions of Proposals & Invoices

Downloading PDF Versions of Proposals & Invoices

This article will detail how to download the PDF versions of Proposals and Invoices.

Written by Danielle Walls

Updated over a year ago

Downloading Proposal PDF

1. Navigate to the Proposal

Navigate to the Proposal

2. Click on View Portal

Click on View Portal

3. Click on Download Proposal to download the PDF

Click on Download Proposal to download the PDF

Downloading Invoice PDF

1. Click on the Invoice

Click on the Invoice

2. Click on Preview as Client

Click on Preview as Client

3. Click on Download Invoice to download the PDF

Click on Download Invoice to download the PDF