Generate a quotation PDF

Create or download the PDF version of a quotation.

The quotation PDF is the version you send, print, or store.

Its look depends on the quotation layout and scheme.

What the PDF can include

Depending on your setup, the PDF can include:

• quotation lines and totals
• header and footer content
• attachments, images, or a front page

1

Open the quotation

Open the quotation you want to export.

2

Open the PDF option

Choose the option to preview, download, or print the PDF.

3

Review the result

Check the layout, totals, and customer details.

4

Save or share the PDF

Download the PDF or continue with sending the quotation.

If the PDF does not look right

• check the selected quotation layout
• check the scheme settings
• review whether images or attachments are enabled

Frequently asked questions

Can I download the PDF before sending the quotation?

Yes.

You can review the PDF before the quotation is sent.

Can the PDF include images?

Yes.

That depends on your layout and quotation setup.

How do I change the look of the PDF?

Update the quotation layout that the scheme uses.

Related topics

• Features in Quotations
• Quotations
• OutSmart packages