Attach a PDF to quote emails

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.

1. Open the Mail notifications editor

   Go to Advanced settings > Email notifications, then click the icon button at the end of the Mail notifications row.

2. Tick Attach PDF file

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

   

   The attachment is a setting of the email, not of the PDF template.

   

3. Save and send yourself one

   Save, then submit a test quote from your own storefront and open the attachment that arrives.

Caution

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.

Set up the Quote PDF template

1. Go to the PDF template tab

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

   

   The document itself is designed on the PDF template tab.

2. 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.

3. 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.

4. Check the Preview, then save

   Preview shows the document as it will be produced. Read it back before you save.

Group	What you can show
Quote info	Quote ID, Issue date (with Choose date format), Payment terms, Discount, Tax, Shipping, Subtotal, Grand total.
Quote products	Show product image, Show vendor, Show SKU, Show variants and options, Show quantity, Show price, Show total.
Other information	Quote from, Customer information, Shipping address, Additional information.

There is also Column width (33% or 100%) and a Note. Full detail is in Customize the quote PDF.

Caution

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.

Note

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.

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.

Action	Use it when
download PDF	A buyer has asked for a document you can attach to your own reply, or you need a copy for your records.
send email	You are replying to the customer from the app.

Step-by-step instructions are in Download a quote as PDF and Send a quotation.

What your plan includes

Plan	What you get
FREE	PDF: quote & invoice, and Multi-language (PDF & email).
PRO	Customizable PDF, on top of everything in PREMIUM.

See Plan comparison for the full list.

Next steps

• Customize the quote PDF — every toggle on the quote document
• Download a quote as PDF — download a quote as a PDF
• Translate quote emails — quotes and emails in other languages