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How Do I Export to PDF?

Click the 3-dot menu in the top right corner of any estimate or proposal.

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Written by Handoff Support
Updated this week

You can export any estimate or proposal as a PDF directly from Handoff. The exported PDF includes your company header, all line items, totals, and any attached photos.


How to Export to PDF

  1. Open the estimate or proposal you want to export.

  2. Tap the menu icon (three dots) in the top-right corner.

  3. Select Export to PDF.

  4. Handoff will generate the PDF. You will see a notification when it is ready.

  5. The PDF will open automatically or be available to share from your device.

What Is Included in the PDF

  • Your company name, logo, and contact information (from Company Settings)

  • Client name and project details

  • All line items with quantities, unit costs, and totals

  • Section and group headers

  • Subtotals, tax, markups, and grand total

  • Any photos or attachments added to the estimate

Troubleshooting

Export is taking a long time

  • Large estimates with many photos may take a minute to generate. Wait for the completion notification before trying again.

Export failed

  • If you see an error message, check your internet connection and try again. If the problem continues, contact Handoff support via the chat icon in the app.

PDF looks different from the on-screen view

  • The PDF uses a fixed-width layout optimized for printing. Column widths and font sizes may differ slightly from the app view.

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