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Exporting Proposals as a PDF

How to generate and export a PDF of all proposals submitted for an RFP.

Updated today

You can export all proposals for an RFP as a PDF β€” useful for sharing with a supervisor, printing for a client meeting, or keeping a record outside of Wayfinder.

How to Export

  1. Go to your RFP dashboard and open the RFP.

  2. Navigate to the Proposals tab for that RFP.

  3. Use the export button on that page.

  4. Select whether you want to generate a PDF or send via email.

If you selected PDF, it will automatically generate and open in a separate tab in your browser. If you chose to export via email, we will send an email to the addresses you provide with details about the RFP responses.

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