Export a Bid Proposal

  1. Navigate to the Bid Board or Portfolio Planning tool and select the project.
    OR
    Navigate to the project's Estimating tool.

  2. Click the Proposal tab.

  3. Click the estimate that you want to export.

  4. Review the estimate.

  5. Click Export.

  6. Choose one of the following options:

    • Save as PDF

    • Save to Word

    • Send by Email1. Enter or edit the information in the form.2. Click Confirm.

Generate a Bid Proposal
Send Estimate to Budget