Print or download proposal

If you need a copy of a proposal for your records, print it or download it as a PDF to your desktop or smartphon:

Web Mobile

1. Open the proposal from an email, Home screen, or More > Proposals and Engagement letters section.

2. Click Other then select Download PDF or Print in the top right of the proposal.

1. Open the proposal from the Home or More > Proposals & ELs sections.

2. Click the download or print icon in the top right.

A PDF proposal may include:

• Introductory letter

• Engagement letter with terms

• List of services or packages to choose from

• Invoices, deposits or both

• Signature fields

The content depends on what your accountant has specified in the proposal.

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