Finalize: export and outcomes

The end of the lifecycle: marking the proposal final, exporting it to Word, and recording the outcome with the file you actually sent.

• Delete, cancel and re-open proposalsKnow when a proposal can be permanently deleted, how to cancel safely, and which re-open action to use first.3 min read
• Export to WordDownload the final Word document, and understand draft exports, your firm's template, and the watermark.5 min read
• Mark a proposal finalLock a finished proposal for export, whether your firm reviews in-app or not.3 min read
• Record the outcome and save the final fileSave the version you actually sent, then record whether you won or lost the work.3 min read