Generating a PDF of your order using the 'Table Layout' is a good way to send your dealer a hard copy of what was just discussed in a meeting, or what will be discussed in an upcoming meeting.



To Create an Order Proposal

1. Go to the Menu drop-down and select 'Export PDF'





2. The 'Export PDF' modal will open. Make sure that 'Table Layout' is selected. Click 'Export PDF' in the bottom right corner.





3. Go back to the menu and click 'Print Jobs'.






4. Your print jobs view will open - select the 'Order' tab to view all of your generated order PDFs.


5. Click on the Download button to the right to download the PDF to your desktop, or the link icon to share a link with someone.