How to Tutorials
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      How to Download & Print Proposals

      This guide explains how to download and print proposals from Bolster. These steps are useful for saving proposals in your office files, on your computer, or for sharing printed copies with clients.

      Steps to Download and Print Proposals

      1. Complete the Estimate

        • Ensure that your estimate is finalized and ready to be downloaded or printed.

      2. Navigate to the Preview Tab

        • From the Estimation Page, click on the Preview Tab.

      3. Access the PDF Options

        • You have two options to generate the PDF:
          • Click on Summary and then the PDF Button.
          • Scroll to the bottom of the estimate and click Download PDF.
        • Both options will take you to the same PDF view.

      4. Download or Print the Proposal

        • In the PDF view, click Download PDF to save the file to your computer's downloads folder.
        • To print the proposal:
          • Ensure your computer is connected to a printer.
          • Select the print option from your PDF viewer, and the proposal will be sent to your printer.

      Additional Notes

      • The saved PDF can be stored in digital folders or printed for physical filing.
      • Ensure your printer is properly connected and configured for hassle-free printing.