PDFs can be generated or sent to the customer anytime by clicking "Print PDF"
After clicking "Print PDF" you will be presented with a dialog box to save your PDF file. Click Save and you can then chose where on your computer to save it and rename the file if you like.
PRICES MAY NOT APPEAR IN PDF
The PDF will be a representation of what the customer can see on the Quote as configured in Quotes Settings. That means pricing may not be visible on the PDF until the Quote is in the Quote Available Status.
Updated almost 4 years ago