Print, Save, and Email a Project Proposal

Derek Torres
Derek Torres
  • Updated

Important Note: NorthBoundary is now SalesManager. SalesManager retains all of the customer relationship management and proposal automation benefits of its predecessor, allowing you to create proposals, manage your sales funnel, win and retain top customers. To read more about this exciting change, click here.

 

On a Project Proposal, you can print, save as .pdf or .docx, send an email, or send an eSign Form for all of or a selected part of your proposal.

This article will walk you through how to do exactly that. To follow any of the instructions below, you will first need to go to the Project Proposal you'd like to act on.

  1. On the Navigation Bar, click Project Mgmt.
  2. Search and select the relevant Proposal.
  3. Click the Proposal Tab.
  4. Make sure your Proposal is set up and has been Saved.
  5. Follow any of the relevant instructions below.

Printing a Project Proposal

  1. On the Navigation Bar, click Project Mgmt.
  2. Search and select the relevant Proposal.
  3. Click the Proposal Tab.
  4. Make sure your Proposal is set up and has been Saved.
  5. Click the Print Proposal button. This will open the Print Proposal Menu.
    Screenshot 2023-11-29 at 2.12.03 PM.png
  6. Click to select or deselect any sections you want to print.
    Select Proposal.gif
  7. Click the Print Button. This will open a Print Preview menu, using your operating system or browser print preview menu.
  8. Click the Print Button at the bottom of the Print Preview Menu.
  9. Follow the normal instructions to print using this preview menu.

Saving a Project Proposal as a .PDF or .DOCX

  1. On the Navigation Bar, click Project Mgmt.
  2. Search and select the relevant Proposal.
  3. Click the Proposal Tab.
  4. Make sure your Proposal is set up and has been Saved.
  5. Click the Print Proposal button. This will open the Print Proposal Menu.
    Screenshot 2023-11-29 at 2.12.03 PM.png
  6. Click to select or deselect any sections you want to print.
  7. Click the Export drop-down button.
    • Select Export to Word. to download a .docx file.
    • Select Export to PDF to download a .pdf file.

Saving a Project Proposal to the Opportunity

You can save the Project Proposal .pdf to the Proposal's associated Opportunity File.

  1. On the Navigation Bar, click Project Mgmt.
  2. Search and select the relevant Proposal.
  3. Click the Proposal Tab.
  4. Make sure your Proposal is set up and has been Saved.
  5. Click the Print Proposal button. This will open the Print Proposal Menu.
    Screenshot 2023-11-29 at 2.12.03 PM.png
  6. Click to select or deselect any sections you want to print.
  7. Click the File button.
  8. Enter a File Title.
  9. Click Save.

Emailing a Project Proposal

  1. On the Navigation Bar, click Project Mgmt.
  2. Search and select the relevant Proposal.
  3. Click the Proposal Tab.
  4. Make sure your Proposal is set up and has been Saved.
  5. Click the Print Proposal button. This will open the Print Proposal Menu.
    Screenshot 2023-11-29 at 2.12.03 PM.png
  6. Click to select or deselect any sections you want to print.
  7. Click the Email button.
  8. Enter a File Title for the file. This will open the Email Proposal Menu.
  9. Enter the email(s) separated by commas in the "To" field to which you want to email the Proposal.
    • Note: SalesManager will autofill this field the select customer contact on the Job Setup Info tab, and with the user who is emailing the proposal.
      Screenshot-2023-12-15-at-3-11-35-PM.png
  10. Enter an email Subject.Note: 
    • Note: SalesManager will autofill this field with the following "Project Proposal - {FILE TITLE}"
  11. Enter a Message.
  12. Add any additional attachments with the Attach button.
  13. *optional Check to select the File with Opportunity box to save this proposal .pdf with the proposal's opportunity.
  14. Click the Send button.

Note: The email will come from esign@nbesign.com

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