Merge and Finalize Records
After you finish editing proposal records, you can merge the proposal records and finalize the layout of the proposal.
Prerequisite: In the Navigation pane, select create a new proposal or open an existing proposal.
and thenTo merge and finalize records on a proposal:
After you merge and finalize the proposal, click Export to PDF to export the merged proposal file so that you can send it to the client.
Parent Topic: How to...