Finding a Past Proposal PDF
Short answer: Open the client, find the "Sent proposal" row on the Activity Timeline, and tap the PDF chip.
The Steps
- Click Clients in the sidebar
- Tap the client's name
- Scroll to Activity Timeline
- Find the Sent proposal row for the send you're after
- Tap the PDF chip (the one with the file name next to it)
The PDF downloads in your browser. It's a point-in-time snapshot — exactly what the client received in their inbox, not the current state of the estimate.
Why This Is Handy
- The client is on the phone asking about a figure and you want to see what they're looking at
- You need to re-send the same document to a different email address
- You're checking whether an older version showed a price the client is quoting back to you
Other Ways to Get There
You can also find the same PDF from:
- The estimate's Messages tab (if you already have the estimate open)
- The Message Centre conversation for that client (if you only remember the date)
All three surfaces show the same send rows and the same PDF chips. See Finding Past Proposal Sends for a full walkthrough.