GoProposal will store all of your clients proposals and engagement letters for you on the proposal dashboard.
In some situations you might want to send drafts you have saved to another team member for review, or download these to store them for your own purposes.
Step 1. Head to your proposal dashboard
Step 2. Download and Print
Search for the proposal you need on the dashboard and click on documents within the view column for that proposal.
Clicking on view Proposal PDF will download the Proposal to your desktop. Selecting view Letter of Engagement will download the engagement letter.
Once downloaded, you should be able to open this document on your desktop for printing.
You can also manage other key aspects of your proposals from this dashboard.
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If you have any questions, please reach out to us! 😃