A proposal can be saved as a PDF through the deal summary or by clicking the PDF icon from within the proposal.
To download through the proposal, open it and click the PDF icon. This opens the proposal in a new browser window and can be downloaded.
To download through the deal summary, click the three dots next to the customer name, and then "View Summary."
Scroll down to the proposal section and click "View PDF"
Note: The PDF icons in the proposal or view summary only appear once a proposal has been finalized. If the PDF does not show, finalize the proposal and wait for the PDF to generate. If you do not want to finalize the proposal yet, you can follow the instructions below to save as PDF through the print button.
From the main proposal page click on the print button.
This will bring up the print bar. Click on Print.
This will optimize the slideshow view for print. Click "Print" in the upper righthand corner. Choose to print to PDF or use the built in PDF printer, which will likely say "Save as PDF." This screen will appear differently on different devices.