How to save a finished proposal

How to save a finished business proposal in Bookipi’s proposal maker

Learn how to save a finished proposal without sending it in Bookipi Proposals with our simple guide below.

Steps to save finished business proposals

Step 1: Select ‘Save & Send’.

This is located on the last ‘Preview’ page of your business proposal.

Step 2: Select ‘Close’

If you don’t wish to send the proposal yet, press ‘Close‘.

Your proposal has been saved.

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