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How do I save a copy of an estimate?

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Eric Nelles
  • Updated

If you want to save a copy of an estimate in PDF form from Daylite for Mac, follow these steps:

  1. Navigate to the opportunity,
  2. Click on the Estimate tab
  3. Double-click the estimate which can be found in the Past Estimates section
  4. Click Save to Downloads
  5. Use the Finder to navigate to the Downloads folder to find the file

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