Multi-format outputs ensure your proposal is always available to your recipient.

Select a Property

If you have access to more than one property, select a property from the drop-down menu. This step is unnecessary if you have access to only one property.

Select Activity

Select Activity from the top navigation bar.

Download PDF

Select Download PDF to download a copy of your Proposal in PDF format. This is the same PDF available to your clients when they select Download PDF from within their Proposals.

A link for clients to download a PDF version is included in every Proposal, for further distribution or printing.

Customize Your PDF

Admin users with access to Settings can customize the downloadable PDF.

• Proposals Activity - view a specific category in the activity log
• Proposals Activity - statuses
• Proposals Activity - Clone
• Proposals Activity - search within the activity log
• Proposals Activity - sort the activity log
• Proposals Activity - activity overview
• Proposals Activity - navigating resends
• Proposals Activity - preview your Proposal or Card
• Proposals Activity - how to link a copy of the Proposals
• Proposals Activity - change an expiration date