Sales
PDF export
Export an offer as a branded PDF proposal, with your logo, quote tables and payment schedule.
For clients who want a document rather than a link, any offer can be exported as a branded PDF proposal in one click.
Before you start
Set up your logo, brand color and bank details first so the PDF looks right from the first export, see Branding & dashboard.
Exporting a PDF
Click "PDF" on the offer, or "Download PDF (with floor plans)" from the builder toolbar to include floor plan images captured directly from the plan. A client viewing the offer page themselves can also download it after accepting, via "Download quote PDF".
What the PDF contains
The proposal is built as a single document: a branded cover page with your logo and the project and customer details, an overview section with your written summary, the quote itself with line items grouped into the same sections used in the quote builder, a gallery of featured products, a payment schedule calculated against the total, and the floor plans, either embedded as images or linked back to the live offer if none were captured.
Each of these sections can be switched on or off for your whole organization in your document design settings, so you can drop, for example, the payment schedule or the product gallery if you do not want them on every proposal.
Tips
- The proposal PDF shows the correct total after any reverse charge, export, or exempt tax treatment is applied, but it does not print the legal wording that explains why VAT is zero. That wording only appears on the quote PDF and on invoices, the documents that are actually binding. If a client needs the legal note in writing, send or attach the quote PDF as well.
- A payment schedule on the PDF is calculated against whichever single quote is attached to the offer at export time, so if the offer presents several versions, export it after the client has chosen, or be aware the schedule reflects the first version.
- Regenerate the PDF after any change to the offer or quote. A previously downloaded PDF does not update itself.
Related: Interactive offers, Branding & dashboard, Invoicing & payments.