You can preview, print, or download a document by following the steps below.
In the following steps, we are showing you how to preview/print/download a document in the Quotes section. You can follow similar steps to preview/print/download documents in the Jobs and Invoices sections.
1. Navigate to Quotes and click the reference number of the required quote.
The Quote details page is displayed.
2. Click Preview/print quote document.
The Quote document is displayed for you to preview.
You can print or download the quote from this page.
3. To print the quote document, click Print quote.
The print dialog is displayed (this dialog will vary depending on the web browser used, the example below is for Google Chrome).
4. Click Print.
The document will be printed.
5. To download the quote document, click Download PDF.
The PDF is downloaded onto your computer.
6. Click the downloaded file to open it. The example above is for Google Chrome, other web browsers may show the location of the downloaded file differently.
The document is opened in your default PDF viewer.
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