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  • 1.  Printing Proposal

    Posted 05-23-2023 14:59

    I have purchased the new proposal templet and then found out I couldn't print a copy of the proposal? When will I be able to print the proposal? 


    Colleen Beck
    Director of Sales & Marketing
    The Westin Tampa Bay

  • 2.  RE: Printing Proposal

    Posted 05-25-2023 09:13

    Hello Colleen, 

    At this time, a work around is to use the "print page" option in your browser where you are viewing the proposal, then save the page as a PDF.  Later this year, we will be releasing an easy way to share proposals with a secure URL, which will allow the recipient the ability to view the proposal with the same rich content in the proposal, like videos, that don't translate well to a static format like PDF.


    Alaina Del Real
    Lead Client Success Advisor