How to Customize and Export Budgets in PDF Format
Access Export Options
Navigate to section Proposals -> Budgets
Click on the Download icon -> Download PDF
If you need to export multiple budgets, select them via checkbox and navigate to Actions button -> Export to PDF
Set Your Proposal Options
Choose the date for which the budget is being exported.
Select the validity duration for the proposal from the 'Valid for' field.
Tick 'Show disclaimer' if you want to include a disclaimer in your export.
Customize Agency Work Options
Decide whether to 'Show positions' and how they should be displayed: either in columns or in rows
Select the view of Agency work budget items: 'Detailed view' or 'Summary view'
Check 'Show item descriptions' if you want to include detailed descriptions of each budget item.
4. Configure Expenses Options
Select 'Show commission' if you want to include commission details.
Choose 'Show VAT in items' to display VAT details where applicable.
You can also opt to 'Show quantity' and 'Show discount' if these details are needed.
5. Saving Settings
If you want to use these settings for future exports, check 'Save settings for workspace'. This will keep your preferences for the next export.
Once you're satisfied with the settings, click 'Export'.
Your customized budget report will be generated and downloaded in PDF format.