Download or Print Proposals as PDF in Britixo.

📘 Introduction:

Britixo allows you to generate PDF versions of any proposal, either for downloading, printing, or archiving. This is useful for sharing via external platforms, offline discussions, or storing a signed hard copy.

🧭 Step-by-Step: Generate a PDF of a Proposal

📄 1. Open the Proposal

• Go to Sales > Proposals
  
  

• Click the View icon next to the proposal you want to download
  
  

📥 2. Click the Download Button

At the top-right of the proposal view:

• Click the Download icon (downward arrow)
  or
  
  

• Use the More dropdown and select Download PDF
  
  

A professionally formatted PDF will be generated, which includes:

• Your company logo and details
  
  

• Client name and address
  
  

• Line items, totals, taxes, discounts
  
  

• Notes, terms, and signature (if accepted)
  
  

🖨️ Print the Proposal

Once the PDF is generated:

• You can open it in your browser or PDF reader
  
  

• Press Ctrl+P (Windows) or Cmd+P (Mac)
  
  

• Choose a connected printer and hit Print
  
  

🖋️ Signed proposals will include the signature image, date, and IP log at the bottom.

🧾 Tips for Clean PDFs

• Ensure your proposal content is structured clearly
  
  

• Use consistent templates with proper spacing
  
  

• Avoid placing long unbroken text that could split awkwardly in print
  
  

✅ Notes:

• Clients can also download the proposal PDF from their view link
  
  

• PDF generation works for all proposal statuses (Draft, Sent, Accepted, etc.)
  
  

• Britixo uses your system font and branding for consistency.