Publishing and sending a proposal – CoreLogic NZ

Once you have finished your proposal, use the icons at the top right of the page to publish or print your proposal.

Note: Clicking on Publish will not send the proposal directly to your client. To send a proposal, copy the proposal link and send it to your client via email or your preferred messaging app.

Publishing a digital proposal

By default, the Website option will be selected. Click on Publish.

Image 1: Publishing a digital proposal.

A new tab will open. Scroll down to review your proposal and once you are satisfied, copy the website address and send it to your clients via email or your preferred messaging app.

Image 2: Copying the link to your digital proposal.

Printing or saving the proposal as a PDF

To print a proposal, click on PDF, then click Print.

Image 3: Printing or saving a PDF part 1

On the pop-up window, click on the dropdown menu to choose a printer or select Save as PDF to save a copy on your computer.

Image 4: Printing or saving a PDF part 2