We just launched our new print to PDF functionality that allows you to print your Investment Packet, Estimate Report & Scope of Work Report to a PDF document.

We are still working out a few kinks with our export to Word functionality for the SOW document, but be looking for that soon!​

Share Links

You will also notice that all of your Share Link buttons have been consolidated to the upper right hand corner next to the Print to PDF button.  

Share links can be used to generate a shareable, mobile responsive webpage that you can share with users outside of the software.

Dave Robertson
March 26, 2019
5 min read
Our blog

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