How do I download proposals?
Download multiple proposals
1. Navigate to your project.
2. Open Proposals page by clicking on the “Proposals” tab on the navigation panel.
3. Select the proposals you’d like to download.
4. Open the “Download” dropdown.
5. Select “Proposals” in the dropdown.
6. Select “Include attachments”.
7. Click “Download”.
8. A zip file containing the Proposal Export in CSV format, along with a folder for attachments, will be downloaded to your computer.
Download single proposal
1. Navigate to your project.
2. Open Proposals page by clicking on the “Proposals” tab on the navigation panel.
3. Open the proposal you’d like to download.
4. Click on “Other Options” and select “Download”.
5. Select “Include attachments”.
6. Click “Download”.
7. A zip file containing the Proposal Export in CSV format, along with a folder for attachments, will be downloaded to your computer.