How do I save an Estimate or Proposal as a PDF?
Saving your Estimates and Proposals for offline use is as easy as downloading it as a PDF. This is helpful if you'd like to keep copies of your Estimates and Proposals or share them with your team or Clients outside of FreshBooks. Steps to download an Estimate or Proposal into a PDF is below:
- Open up any Estimate or Proposal (from the Estimates section, click on it)
- Click on the More Actions button
- Click on Download PDF
- In a few seconds, a new PDF file will be downloaded to your computer. Any attachments on the Estimate or Proposal will be included in the PDF as well.