PDF Download

Quotes can be saved as a PDF for offline use. The PDF may also be useful if you require a high-quality version for printing out.

Enable the ‘Download PDF’

To enable this (it’s not on by default) go to Settings > Layout, style and company information, under the 'Print PDF' heading check the box next to ‘Enable Print PDF downloads’.

Confirm your preferred page size: A4 or US Letter.

Once enabled, all quotes will display a ‘Download PDF’ link amongst the contact detail.

Optional items, multiple choice and editable quantities on the PDF

Selected/unselected items and editable quantities will display on the PDF as they appear when the quote is opened. If the customer makes selections or changes to these items on screen then downloads the PDF, they will not be reflected on the PDF.

Was this article helpful?
1 out of 1 found this helpful
Follow
Have more questions? Contact Support
Powered by Zendesk