Printing and Download a Bid as PDF
The system allows you to print a bid or download it as a PDF, using one of the available templates, so you can share its details with the relevant parties. This guide explains how to choose the appropriate template, and print or download the bid.
Steps to Print or Download
- From the main menu, click on “Construction”, then click on “Bids”.
- Click the “View” action for the desired bid.
- Click the “Printables” button from the action bar at the top of the bid’s view screen.
- A dropdown appears listing the available templates.
- Select the desired template from the list.
Template Preview
- The selected template opens in a new tab titled “Printable Templates”, displaying the bid’s data (bid name, client, valid until, description, and the quantities table).
- From this screen, you can:
- Click “Print” to print the document directly.
- Click “Download” to save the document as a PDF to your device.
- Click “Edit” if you want to modify the template’s content before printing or downloading.
Notes
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- Multiple designs are available for the same template, and these may represent versions in different languages or formats of the same template type.
- You can try more than one template to choose the format best suited for sharing the bid with the client or relevant parties.