Generate and Print Proposal - Lump Sum forms

  1. Open the Print Proposal - Lump Sum screen.
  2. Enter data to the criteria fields as needed to control the output of the forms.
  3. Click Run Report.
    The forms display on the Report tab.
  4. (Optional) Click to set the page setup options.
  5. (Optional) Click to view a preview of the printed forms.
  6. Click .
  7. Click Run Report.
  8. If you are satisfied with the proposal forms (that is, all forms were successfully printed with no paper jams or other printer problems), click Printing Complete to lock the associated estimate.
  9. Click Yes.