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How to export a PDF Quote

Learn how to export an Quote to share with other stakeholders

Doug Heckmann avatar
Written by Doug Heckmann
Updated over 3 years ago
  • Go to left menu button > Customers > Quotes > Select Quote

  • Here, click on the desired Quote on the left hand column.

  • Once you have chosen the products, you will see the “Download” button on the top right will be highlighted, and you can then click on the button. 

  • After you click “Download” your browser will download a PDF. 

  • You can use this to distribute details about the product to your team or other stakeholders.

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