> For the complete documentation index, see [llms.txt](https://docs.samita.io/llms.txt). Markdown versions of documentation pages are available by appending `.md` to page URLs; this page is available as [Markdown](https://docs.samita.io/sa-request-a-quote/emails/attach-pdf.md).

# Attach a PDF to quote emails

Turn on Attach PDF file so the quote email carries a PDF, and set up the Quote PDF template it is built from.

Business buyers often need a document rather than an email — something to file, forward for approval, or attach to a purchase order. The app can send one with the email, and it builds it from your **Quote PDF** template.

## Turn the attachment on

**Attach PDF file** lives in the **PDF attachment** section of the **Mail notifications** editor.

{% stepper %}
{% step %}

### Open the Mail notifications editor

Go to **Advanced settings** > **Email notifications**, then click the icon button at the end of the **Mail notifications** row.
{% endstep %}

{% step %}

### Tick Attach PDF file

On the **Basic** tab, scroll to **PDF attachment** and tick **Attach PDF file**.

<figure><img src="https://2993310686-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FIvNtDAMNVIdy5nl9kiOU%2Fuploads%2FOyq7vJHsLZNTIzAdefKw%2Fimage.png?alt=media&amp;token=a0d6ed49-c9d6-4da1-bb14-334f9712e612" alt=""><figcaption><p>The attachment is a setting of the email, not of the PDF template.</p></figcaption></figure>

<figure><img src="https://2993310686-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FIvNtDAMNVIdy5nl9kiOU%2Fuploads%2FAD7MVGRxGPNlwh9poosm%2Fimage.png?alt=media&amp;token=19386ba8-46cf-4bf9-b981-e310a3c0c362" alt=""><figcaption></figcaption></figure>
{% endstep %}

{% step %}

### Save and send yourself one

Save, then submit a test quote from your own storefront and open the attachment that arrives.
{% endstep %}
{% endstepper %}

{% hint style="warning" %}
Set the template up before you switch the attachment on. Otherwise the first document a real customer receives is the first one you have ever looked at.
{% endhint %}

## Set up the Quote PDF template

{% stepper %}
{% step %}

### Go to the PDF template tab

In **Advanced settings**, choose **PDF template**. There are two templates:

<figure><img src="https://2993310686-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FIvNtDAMNVIdy5nl9kiOU%2Fuploads%2FGegPNsO2aLqOv4iANOvl%2Fimage.png?alt=media&amp;token=8268fbcd-2702-4bfe-bafc-27684b236e1d" alt=""><figcaption><p>The document itself is designed on the <strong>PDF template</strong> tab.</p></figcaption></figure>
{% endstep %}

{% step %}

### Open Quote PDF

**Quote PDF** is the "Template used to convert a quote to a PDF file". Opening it takes you to **Quote PDF template**, which is organised into **Design**, **Content** and **Translations**.
{% endstep %}

{% step %}

### Choose what appears on the document

**Content** is a set of tick boxes, grouped into **Quote info**, **Quote products** and **Other information**. Tick what belongs on your quotation and untick what does not.
{% endstep %}

{% step %}

### Check the Preview, then save

**Preview** shows the document as it will be produced. Read it back before you save.
{% endstep %}
{% endstepper %}

<table><thead><tr><th width="230">Group</th><th>What you can show</th></tr></thead><tbody><tr><td><strong>Quote info</strong></td><td>Quote ID, Issue date (with <strong>Choose date format</strong>), Payment terms, Discount, Tax, Shipping, Subtotal, Grand total.</td></tr><tr><td><strong>Quote products</strong></td><td>Show product image, Show vendor, Show SKU, Show variants and options, Show quantity, Show price, Show total.</td></tr><tr><td><strong>Other information</strong></td><td>Quote from, Customer information, Shipping address, Additional information.</td></tr></tbody></table>

There is also **Column width** (33% or 100%) and a **Note**. Full detail is in [Customize the quote PDF](/sa-request-a-quote/pdf-templates/quote-pdf.md).

{% hint style="warning" %}
The app shows this notice on the template: "Remove the watermark from your PDF. Please contact us to verify your store and receive this service for free." Until your store is verified, the documents you send carry a watermark — worth sorting out before you attach one to a real quote.
{% endhint %}

{% hint style="info" %}
**Invoice PDF** is the "Template used to convert a draft order to a PDF file". Worth setting up at the same time: [Customize the invoice PDF](/sa-request-a-quote/pdf-templates/invoice-pdf.md).
{% endhint %}

## Sending a document without the automatic attachment

You do not have to attach a PDF to every email. Open **Quote list** in the sidebar; every row on the **Quotes** page has four actions — download PDF, send email, duplicate and delete.

<table><thead><tr><th width="230">Action</th><th>Use it when</th></tr></thead><tbody><tr><td>download PDF</td><td>A buyer has asked for a document you can attach to your own reply, or you need a copy for your records.</td></tr><tr><td>send email</td><td>You are replying to the customer from the app.</td></tr></tbody></table>

Step-by-step instructions are in [Download a quote as PDF](/sa-request-a-quote/managing-quotes/download-pdf.md) and [Send a quotation](/sa-request-a-quote/managing-quotes/send-quotation.md).

## What your plan includes

<table><thead><tr><th width="230">Plan</th><th>What you get</th></tr></thead><tbody><tr><td><strong>FREE</strong></td><td>PDF: quote &#x26; invoice, and Multi-language (PDF &#x26; email).</td></tr><tr><td><strong>PRO</strong></td><td>Customizable PDF, on top of everything in <strong>PREMIUM</strong>.</td></tr></tbody></table>

See [Plan comparison](/sa-request-a-quote/reference/plan-comparison.md) for the full list.

## Next steps

* [Customize the quote PDF](/sa-request-a-quote/pdf-templates/quote-pdf.md) — every toggle on the quote document
* [Download a quote as PDF](/sa-request-a-quote/managing-quotes/download-pdf.md) — download a quote as a PDF
* [Translate quote emails](/sa-request-a-quote/emails/translate-emails.md) — quotes and emails in other languages


---

# Agent Instructions
This documentation is published with GitBook. GitBook is the documentation platform designed so that both humans and AI agents can read, navigate, and reason over technical content effectively. Learn more at gitbook.com.

## Querying This Documentation
If you need additional information that is not directly available in this page, you can query the documentation by asking a question.

Perform an HTTP GET request on the following URL with the `ask` and `goal` query parameters:

```
GET https://docs.samita.io/sa-request-a-quote/emails/attach-pdf.md?ask=<question>&goal=<user_goal>
```

`ask` is the immediate question: it should be specific, self-contained, and written in natural language.
`goal` is what the user is ultimately trying to achieve, the reason they need the answer. Sharing it helps GitBook give you a better, more relevant answer. A goal is most helpful when it describes the outcome the user wants rather than restating the question. For example, with `ask=how do I create an API token`, a goal like `automate deployments from our CI pipeline` lets GitBook tailor the answer to that use case.

The response will contain a direct answer to the question and relevant excerpts and sources from the documentation.

Use this mechanism when the answer is not explicitly present in the current page, you need clarification or additional context, or you want to retrieve related documentation sections.