Merge and Finalize Records
After you are finished editing proposal records, you can merge the proposal records and finalize the layout of the proposal.
To merge and finalize records on a proposal:
- In the Navigation pane, go to and create a new proposal or open an existing proposal.
- Add records and other elements to the proposal.
- Open the record layout by selecting a record and selecting Edit [icon] from the menu.
- Click Merge and Finalize Records to merge the records in the proposal. This separates the records from being a group and allows you to edit each record individually for this one proposal. It also disconnects the records from the hub so they will no longer be updated with changes from the hub. If you will be saving this proposal as a template, you should leave the records as drafts if you would like to change the records used in future proposals or if you would like the records to be updated from the hub. For example, if you create a project sheet with 3 project examples and you would like to change which projects are used as examples in future proposals, you would not merge and finalize records. You would save the records as drafts so you can use the Manage Records link to change the project examples later.
- Click Export to PDF to export the merged file so you can send it to the client.