The quote PDF

Every quote has a PDF with your logo. It is attached to the quote email, and the client can download it from their page. On an order the same button reads Invoice PDF.

Steps

1. Open the quote.
2. Press PDF at the top. It is made in a moment and downloads.

What is on it

• Your logo, the quote number, who it is prepared for, the event, and the delivery and pickup days.
• The items under their group headers, with optional add-ons listed apart as not included in the total.
• The subtotal, damage waiver, discount, delivery, sales tax and total, and the deposit that holds the date.
• Your Client notes.
• Pictures of the 3D layout you attached with Client sees it ticked.
• Your terms, on a page of their own.

Good to know

• Sales notes are never printed.
• The Subject prints on the document, so "Smith wedding" reads better than the bare number.
• Your standard terms are set under Settings, System, Company. They can fill in the deposit percent, the deposit amount and the balance due date from each quote.
• One of your own fields can print on the PDF: switch on Printed on the PDF for it under Settings, Sales, Quotes, Fields. See Custom fields.
• A delivery or pickup that is a range of days prints that the exact day and time are to be confirmed.
• The client's copy from their page is the same PDF.

If something goes wrong

• It says the PDF could not be made. Try again. If it keeps failing, the message says why; send it to your admin.
• Your logo is missing. Upload it under Settings, System, Company. See Company and branding.