How to send and/or save a PDF copy of a quote.

This is useful in case a users email client strips the HTML from the quote email we send, or if you need to download a PDF copy.

Written by John McCann
Updated over a week ago

Make sure you have the PDF option turned on while viewing the quote.

Learn How to Make this The Default Setting

Draft your quote

Sending the quote at this point will automatically attach a quote PDF so long as the option is selected as mentioned above.

If you want to view or save a copy of the PDF, continue reading below.

Video Overview

Click on VIEW PDF

When PDF is finished Rendering, Click on OPEN PDF

Save your PDF

Quote MUST be sent PRIOR to sending the PDF for the checkout link to work.