There are multiple ways to share the PDF document for your quote or order. This article will go over the steps. For instructions on how to share the document for approval please see this article: Share an Order or Quote for Approval.
From the Customization Screen click/tap , from the options that appear at the bottom of the screen select Attach to Quote or Order.
From the Presentation Screen click/tap , from the options that appear at the bottom of the screen select Attach to Quote or Order.
From the Customization Screen click/tap , from the options that appear at the bottom of the screen select Email.
From the Presentation Screen click/tap , from the options that appear at the bottom of the screen select Email.
iOS
1. From the Customization Screen click/tap and choose Share from the options at the bottom of the screen.
2. Select Save to Files.
Windows
1. From the Presentation Screen click/tap Save PDF.
2. Name and save the file from the Windows Save Menu that pops up.
iOS
1. From the Customization Screen click/tap , from the options at the bottom of the screen select Share.
2. Select Print from the options.
Windows
From the Presentation Screen tap the Print button.
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