Proposal Export Feature Overview

In a proposal, Export refers to he option that allows you to download or save the proposal in a specific file format, such as PDF or Excel. This feature is useful when you want to:

• Share the proposal with clients via email or print
• Keep a copy for your own records
• Review it offline or during meetings
• Send it for approval or internal use

Common Export Formats:

• PDF – for a clean, read-only version that looks professional
• Excel/CSV – for editable versions, especially useful for pricing and calculations

Why Export a Proposal?

• To present the proposal outside the CRM system
• To maintain a formal and printable copy
• To ensure easy access for clients or team members
  In short, the Export feature helps you move your proposal from the system to a file format that can be easily shared, printed, or stored.