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Export a Bid Proposal


To export a bid proposal from a the Estimating, Bid Board, or Portfolio Planning tools.

Things to Consider


  1. Navigate to the Bid Board or Portfolio Planning tool and select the project.
    Navigate to the project's Estimating tool.
  2. Click the Bid tab.
  3. Click the estimate that you want to export.
  4. Review the estimate.
  5. Click Export.
  6. Choose one of the following options:
    • Save as PDF
    • Save to Word
    • Send by Email
      1. Enter or edit the information in the form.
      2. Click Confirm.