How to Generate Proposal PDF
Generate professional PDF versions of your proposals for offline sharing and record-keeping. Here's how:
Step 1: Open the Proposal
Navigate to Proposals and click on the proposal you want to generate a PDF for.
Step 2: Generate PDF
On the proposal details page, click the "Download PDF" button or visit /proposals/pdf/{id}.
What's Included in the PDF
The generated PDF includes:
- Your business information (from billing settings)
- Client information
- Proposal number and dates
- All line items with descriptions, quantities, prices, and totals
- Tax calculations
- Discounts (if applicable)
- Total amount
- Terms and conditions
- Notes
PDF Features
The PDF is:
- Professionally formatted
- Ready for printing or email
- Includes your branding (logo if configured)
- Suitable for client presentation
Requirements
Before generating a PDF, make sure:
- Your billing settings are complete (business name and contact details)
- The proposal has at least one line item
- Client information is filled in
Using the PDF
You can use the generated PDF to:
- Email directly to clients
- Print for physical delivery
- Archive for your records
- Share via file sharing services
💡 Tip:
Generate a fresh PDF after making changes to ensure clients receive the most up-to-date version. PDFs are generated on-demand, so they always reflect current proposal data.