The PDF Quote
When your price looks right, turn the quote into a clean, one-page PDF on your shop’s letterhead and hand it to your customer. You can look it over first, or save it straight away.
Get the PDF
You’ll find both buttons at the bottom of the price panel on the right side of the quote screen.
Enter a customer name
A quote needs a name before you can make a PDF. If the buttons are greyed out, you’ll see Enter a customer name first under them. Type the customer’s name at the top of the quote and the buttons turn on.
Look it over, or save it
- Click Preview PDF to open the finished quote in a pop-up so you can check it before sending. From the pop-up you can click Download PDF to save it, or Close to go back.
- Click Download PDF to save it straight to your computer without the pop-up.
The file saves as quote-<number>.pdf — so quote #1001 “CAFE” saves as quote-1001.pdf, and quote #1002 “LAW OFFICE” saves as quote-1002.pdf. From there you can email it or print it like any other PDF.
Itemized or Total only
Just above the buttons is a PDF layout switch with two choices. It changes how the price shows on the PDF — nothing else.
| Layout | What the customer sees |
|---|---|
| Itemized | Each line of the job listed out — fabrication, installation, permit, and so on — followed by the total. |
| Total only | Just the one final price, with no breakdown. |
Pick whichever suits the customer. A detailed buyer may want the Itemized breakdown; a quick “just give me the number” job is fine with Total only. You can flip the switch and preview again as many times as you like — it doesn’t change the price.
What’s on the quote
Every quote prints as one tidy page, top to bottom:
- Your shop’s letterhead — your logo, shop name, address, phone, and email across the top.
- The quote number and dates — the quote number, the Issued date, and a Valid until date so the customer knows how long the price holds.
- The customer’s details — under Prepared for: their name, and any company, email, phone, or job address you entered.
- A sign summary — the sign text in quotes, plus a plain-English description of what the sign is (size, type, mounting, and the rest).
- The price block — either the itemized lines and total, or just the total, depending on your layout choice.
- The footer — your shop’s terms, an Accepted by signature and Date line for the customer to sign, and a note reading “This document is a quote, not an invoice.”
The customer only ever sees prices. Costs, margins, and rates never appear on the PDF — not even in the itemized view. The margin badge you see while building a quote stays on your screen only. The customer sees the prices and nothing behind them.
Where the letterhead comes from
The logo, shop name, address, contact details, terms, and how long quotes stay valid all come from the Settings screen. If something on the letterhead looks wrong or out of date, that’s where the owner fixes it — see Tuning your prices.
To understand the numbers in the price block before you send it, see Understanding the price.