Exporting a Fixed Price Budget


The proposal must be developed under the “1. Generic” template.  The proposal must be completed, and every tab must have the check mark before a user is able to export a Fixed Price budget.

How to Export a Fixed Price Budget

  • Navigate to the “Finalize” tab of a generic proposal > Click “Build” to build the PDF version of the proposal components
  • Click “Build” again to compile to full proposal package (resequence the pages, if needed)
  • When the documents appear, view the “Assembled Doc” by click on the eye glasses

  • Scroll through the document until you get to the Fixed Price template > Print/Export to PDF as needed

  • NOTE: If the budget is changed after the PDFs are built, the user must build the forms again in order for the new totals to surface in the fixed price template.