Create a quotation layout

Control how the quotation PDF looks and what it includes.

A quotation layout controls how the quotation PDF looks.

It defines what the customer sees when you generate the quotation.

What a layout controls

A layout can control:

• the visible quotation fields and parameters
• the columns on the quotation lines
• the header and footer
• whether attachments are added to the PDF

1

Open the quotation settings

Go to Quotes.

Then click the cogwheels in the top right.

2

Add a new layout

In the Layout section, click Add.

3

Name the layout

Give the layout a clear name.

That makes it easier to select later in a quotation scheme.

4

Choose the PDF options

Decide whether attachments should be included in the quotation PDF.

Also decide whether the work order PDF should be added.

5

Configure the content

Review the default quotation layout.

Add extra parameters if needed.

Enable the columns you want to show.

6

Add notes, header, and footer

Choose whether notes should appear as a separate line.

Add a header or footer when needed.

7

Save the layout

Click Save in the top right.

Keep attachments below 10 MB when you include them in the PDF.

Large files can cause PDF generation or email delivery issues.

Good to know

A fully custom layout is possible through the source code option.

That requires HTML knowledge.

Related topics

• Create a quotation scheme
• Create a quotation
• Quotes