Proposal preview and PDF

Use Preview Proposal to inspect the rendered client-facing presentation. Use Proposal PDF when you need a printable or downloadable document. Both views use the proposal's enabled sections and current design, but neither replaces the editor.

Preview the proposal

1. Open the event and select Proposal.

2. Select Preview Proposal.

3. Read the rendered sections in order.

4. Close the preview and return to the editor when you need to make a change.

Preview is useful for checking section order, headings, images, text, event details, Scope of Services, and totals. It does not give you the section editing controls. Make changes in the editor, then open the preview again.

Create a Proposal PDF

1. Return to the Proposal editor.

2. Select Proposal PDF.

3. Wait while FlowerBuddy builds the PDF. Opening Proposal PDF starts the export automatically.

4. If the PDF should include the contract, turn on Include contract. FlowerBuddy starts a new export with that choice.

5. To choose specific contract documents, select Choose contract documents, select the documents, and select Apply. FlowerBuddy starts a new export with the selection.

6. When the PDF viewer appears, inspect the result, then select Close when you are done.

The PDF uses the proposal sections that are enabled in the editor. Large image galleries or attached PDFs can take longer to generate. If the export reports a problem, correct the issue shown in the dialog and select Try Again.

Choose the right view

• Use Preview Proposal when you are checking the presentation and need to return to editing quickly.

• Use Proposal PDF when you need a file for printing, downloading, or a separate review.

• Use Client Portal when you need to inspect the recipient-facing page and its available tabs.

Publication and expiration determine whether a client can open the Client Portal. Creating a PDF does not publish the proposal or send it to anyone.

Keep an earlier proposal

Preview Proposal and a newly generated Proposal PDF use the current proposal. To retain a quote before changing it, download its PDF and keep that file. Opening the PDF viewer later generates the current document; it does not retrieve every PDF previously viewed.

For an earlier signed agreement, review saved contract documents in Details > Files. Use History to investigate individual edits and amendments to compare pending changes with the agreement. Neither is a proposal-version restoration tool.

Print production notes

The proposal can include Proposal Notes, but it does not include Florist Notes. For a team copy containing both, open Build > Print, enable Recipe Pages and Show Recipe Notes, then generate a Build PDF. See print Proposal Notes and Florist Notes.

Review before sharing

The preview or PDF is ready when the section order, design, event information, offerings, images, notes, and totals match the version you intend to share. If the copy contains contract or payment information, review those records on Details before sharing it.