In Winner, users can export a quotation as a .pdf file.
At Project level:
- Select the desired Alternative and click the Print icon:
- In the Confirm window, select Yes or No
Note: For more information, see What does 'Quotation sent' mean?
- In Select form: Quotation, choose a style for the quotation and then click Export PDF.
Note: Users can can also click Preview to preview your quotation before exporting it as a PDF. - In Winner Flex, enter a name for the PDF file and click OK. The PDF document will be located under Projects > [Your Project name] > Documents in the Flex Dashboard. Clicking Save locally will enable you to manually choose a destination for the saved PDF file.
In Winner Design, choose a file name and destination for the saved PDF file.
Note: If the user does not choose a file name it will default to Quotation-1, Quotation-2, etcetera.
Related articles:
What does 'Quotation sent' mean?