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Where can I download/print a copy of the proposal or letter of engagement PDF?

Where can I download/print a copy of the proposal or letter of engagement PDF?

Sometimes you might want to download a copy of your clients proposal to store it elsewhere or send it across to somebody else for review.

Russell Henderson avatar
Written by Russell Henderson
Updated over 2 months ago

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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