Every quote can be downloaded as a PDF that matches the customer page: your logo, the items, totals, terms, notes and payment schedule. Costs, margins and private notes are never included.
Download it yourself
Open the quote and choose Download PDF in the Actions menu. The PDF opens in a new tab, ready to save or print. Any unsaved edits are saved first.
Customers downloading the PDF
When PDFs are enabled, the customer page has a Download PDF button at the bottom of the quote. An admin controls this in Settings → Branding & layout, under PDF & access:
- Let customers download a PDF switches the button on or off.
- Page size is A4 or US Letter.
What the PDF shows
- The quote as it is saved. Before acceptance, optional and multiple-choice items show your default selection; after acceptance, the customer's choices. Optional items are marked "Optional · included" or "Optional · not included", multiple-choice items "Selected option" or "Option".
- Prices, quantities and totals according to the quote's price display setting.
- "rev. 2" (and so on) beside the number from the second revision.
- For an accepted quote: an Accepted section with the signature, any countersignature, and a final Signature certificate with the audit trail. See The signature certificate and audit trail.
- For a declined quote: who declined it, when, and their reason.
Dates and times are shown in your organisation's date format and timezone, set in Settings → Organisation.
Last updated 16 October 2026