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.

• Export to WordDownload the final Word document, and understand draft exports, your firm's template, and the watermark.4 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