Create a PDF quote

Create a PDF when you want to download, print, or externally share a quote. Open Menu, and then select Sales > Quotes.

To create a PDF quote

  1. Open Menu, and then select Sales > Quotes.
  2. Select the quote number to open the quote.
  3. Select More actions > Create PDF.
  4. Use the browser controls to download or print the PDF.

QuickStart generates the PDF from the current quote information.