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Generating a PDF Proposal

How to Generate a PDF Proposal in Valve

A
Written by Alex Timbs
Updated over 2 years ago

On the opportunities page, on the right side of the screen, there’s a blue button that says Generate Report which takes you into the PDF report designer.

Here you are able to:

  • Choose a cover slide for your report

  • Add in marketing content that speaks to your brand by clicking + slides in the Marketing Content section

To add marketing content and/or floor plans specific to individual locations, click + slides next to each building you’ve added to the report.

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