Send As A PDF

Some RFP's require an attached PDF response. You have the ability to create your proposal in Proposal Suite, then save the completed proposal as a PDF for attachment to your return email outside of the system.

Viewing The PDF

While Previewing your proposal, you will find View PDF under the Options menu. If you click this button, your browser or computer will open the PDF depending on how your personal computer is set up.

Saving Your Proposal In PDF

Depending on your browser set up, when you view the proposal as a PDF it may look something like this (shown in Firefox). You can review it here and either click back on the Proposal Suite window in your browser to make changes, or download it in whatever way your browser allows. Firefox, for example provides a download button in the viewer. The saved file can then be attached to your email in Outlook or whatever your email is configured in.