To export a proposal or estimate, open it, select ⋮, then Export as > PDF (or CSV). To print, select ⋮ > Print. Print is available on desktop only.
Available on all plans. Works on desktop and in the mobile app. Printing works on desktop only.
Export a PDF or CSV
Open the estimate or proposal.
Select the ⋮ menu. On desktop, it is in the page header. In the mobile app, it is in the top bar.
Select Export as > PDF or CSV.
Handoff shows a message that the file is being prepared, which can take a moment. You can also select Convert to and choose PDF or CSV at the bottom of the list.
On desktop, the finished file opens in a new browser tab. In the mobile app, it opens your device's share sheet, where you can save or send the file.
What the export contains
The tab you are on decides what you get.
Estimate tab: the estimate, with every item.
Proposal tab: the proposal as your client sees it. You can export a draft proposal to check it before you send it.
If a proposal has two or more options, the Export PDF dialog asks which estimates to include. Select them and choose Export. A CSV export gives you one file for each estimate you choose.
On an approved proposal that offered options or add-ons, you can select Include options and add-ons. It shows everything you offered and what the client chose. Leave it off to export only the agreed scope.
Print a proposal or estimate
On desktop, open the estimate or proposal, select ⋮, then Print. Handoff opens your browser's print dialog.
The mobile app has no Print item. Export a PDF instead, then use the share sheet to save it or send it to another app.