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How to Download Proposals

This guide provides a straightforward process for downloading proposals efficiently, allowing users to filter by various criteria for tailored results. It simplifies the selection and download process, ensuring that users can customize the data they receive. By following these steps, users can save time and enhance their workflow, making it a valuable resource for anyone needing to manage proposals effectively.

1. Start by clicking on Operations, then choose "Proposals" from the submenu to get started.

2. Feel free to use the filters to find Proposals by Client Name, Proposal Number, Site Name, or other details. Once you've chosen your filters, just click "Apply" to see your results.

3. To select individual proposals, simply click the checkbox on the left. If you’d like to select all, just use the checkmark on the right.

4. Click on the download icon

5. Choose the columns you want to include or exclude, then just click the blue "Download" button. Your file will be ready for you in the "Background Task" section.