1. First, finalize the project by selecting the Lock icon at the top right of the Proposal screen.
2. Then, select the PDF icon, located in the top right of the Proposal screen. At the bottom there will be a spot where you can collect the client's signature.
3. Later, when you're back at the office or where there is a better internet connection, go to the worksheet screen in Measure Mobile and choose to export to RFMS.
4. Finally, go back to the Proposal screen, select the Send icon, and then choose to attach the document to the quote or order.
Article is closed for comments.