Once you have created a pro forma, you'll be able to download and print this. This article will explain how to do this, in just a few simple steps 👍
How to download and print a pro forma
How to access:
- Access Sales (left sidebar)
- Click on Pro forma
Download mass pro formas: With Holded you can select up to 50 pro formas to download the PDF in bulk in a single click.
Have you already created the pro formas and want to download or print them? Below is a quick guide on how you to do this:
Download a pro forma to PDF
- Click on pro forma
- Select a pro forma from your list of proforms you have created
- Click on the drop down arrow located next to the Send button
- Click on Download
Download multiple pro formas to PDF
- Click on pro forma
- Select all the pro forma you would like to download by clicking on the checkboxes located next to the pro forma number
- Click on the drop down arrow located next to the Send button
- Click on Download
- This will then be downloaded to your computer as a Zip file, click on this zip file and you will find all your pro forma in one place
How to print a pro forma
- Open the PDF document
- Click on the print icon located in the top right hand side corner of the PDF document
- Choose your printer and any additional setting
- Click Print