This article describes steps to download a private offer as a PDF.
Download an offer as a PDF
If you want to save an offer to share with others in your organization, you can download the offer as a PDF. The PDF includes:
The offer ID.
The state of the offer at the time the PDF was downloaded.
Information about the billing account for the offer.
Optionally, you can add the end user license agreement (EULA) included with the offer and any internal notes.
On the Private Offers page, click Manage your offers
to download the offer as a PDF.Download a PDF of a previous version of an offer
You can use the Key Events widget to download a PDF of an offer at various steps in its history. For more information, visit View the history of an offer.
What's next
The following articles describe additional ways that you can manage your customers' private offers:
View the current status of your offers.
Modify an offer, which can include modifying pricing, contract duration, or acceptance date.