This Help Article covers:
"Download" Quotes and/or Plans downloads to an "External" place
Downloaded Quotes and/or Plans download as PDFs.
"Save" Quotes and/or Plans are Saved to an "Internal" place, Files, where they can be shared to the Katipolt Mobile App or be available for attaching to Katipolt Desktop emails.
To Download Quote and/or Plans (Externally)
Downloading the Quote and/or Plans is done from the Quote's Preview popup.
1. Press the Quote's [PREVIEW & SEND] button to launch the Quote Preview popup
💡 TIP: Use the Quote Preview Settings ⚙️ to generate the document as you want to view and download it.
💡 TIP: To download Plans only, toggle all "Pages" "off" other than the "Plans Page"
2. From the Quote Preview popup, Press the Download Icon to display the options, then Press Option: Download as PDF
Download as PDF - Downloads to your computer and can be used externally to Katipolt
To Save Quote and/or Plans (Internally)
Saving the Quote and/or Plans is done from the Quote's Preview popup.
1. Press the Quote's [PREVIEW & SEND] button to launch the Quote Preview popup
2. From the Quote Preview popup, Press the Download Icon to display the options, then Press Option: Save PDF to files, Save site file or Save plans
Save PDF to files - Downloads the Quote to Files of the Quote which then can be used internally in Katipolt
Save site file - Downloads the Quote to Files of the Job (with Site File ticked), (less financial information) which then can be used internally in Katipolt
Save plans - Downloads the Plan(s) only to Files of the Job (with Site File ticked) which then can be used internally in Katipolt
💡 TIP: When selecting "Save PDF to files", if you tick "Site File" of the New File popup the downloaded Quote and/or Plans will be available for Site Staff to view on the Job from the Katipolt Mobile App (with financial information)
