You can export proposals for an RFP as a PDF or via email — useful for sharing with a supervisor, printing for a client meeting, or keeping a record outside of Wayfinder. Export all proposals at once, or select just the ones you need.
How to Export
Go to your RFP dashboard and open the RFP.
Navigate to the Proposals tab for that RFP.
(Optional) Check the box next to any proposals you want to export. If you don't select any, all proposals for the RFP will be included.
Use the export button on that page — it will show how many proposals are selected (e.g. "Generate PDF (3 selected)").
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 selected proposals.