Exporting proposal files

You can create a file from an existing proposal. Sage 100 Contractor only creates a file for the currently displayed grid. Files are specific to the company in which you save them.

To export a proposal file:

1. Open 6-9 Proposals.
2. In the data control box, enter the job number for the proposal that you want to use.
3. In the Phase list, click the phase, then edit the content of the phase.
4. On the Options menu, point to Export, and then click Proposal File.
5. Name the file, and click Save.