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Downloading as PDF
Quoteworks can generate a professional PDF version of any quote. This is useful for sending quotes as email attachments, printing, or keeping offline records.
Generating a PDF
- Open the quote you want to export.
- Click the Download PDF button in the top-right area of the editor.
- Quoteworks generates the PDF and downloads it to your computer.
The PDF includes everything in the quote — header, customer details, architecture image, highlights, all sections and items, pricing, and totals.
What's included in the PDF
The PDF is a faithful representation of the published quote, including:
- Your workspace logo and branding.
- The customer's company name, contact info, and logo.
- The header section (title, subtitle, description, badge).
- The architecture image (if included).
- Highlights (if included).
- All sections with their line items, quantities, prices, and billing types.
- Item details and images (expanded).
- The totals breakdown by billing type.
Your customer can download PDFs too
When your customer views a published quote through the share link, they also have access to a Download PDF button. The PDF they download reflects any optional items they've toggled on or off.
Tips
- Publish before downloading if you want the PDF to reflect the latest version of the quote.
- Review the PDF before sending it to a customer to make sure everything looks right.
- PDFs are generated in real time, so they always reflect the current state of the quote.