> 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/pdf-templates/quote-pdf.md).

# Customize the quote PDF

Set up the quote PDF template in Advanced settings so the document you send shows exactly what you want it to.

Business buyers rarely act on an email alone. They file the quote, forward it for approval, or attach it to a purchase order — so the document matters as much as the message.

In the app, **Quote PDF** is the "Template used to convert a quote to a PDF file". It is what a customer gets whenever you download a quote or send it on, so it is worth setting up before a real quote goes out.

## Where to find it

In the app sidebar, click **Advanced settings**, then choose the **PDF template** tab. It holds two templates:

<table><thead><tr><th width="210">Template</th><th>What it produces</th></tr></thead><tbody><tr><td><strong>Quote PDF</strong></td><td>"Template used to convert a quote to a PDF file" — the offer you send a customer.</td></tr><tr><td><strong>Invoice PDF</strong></td><td>"Template used to convert a draft order to a PDF file" — the document that goes with a quote you have turned into a draft order.</td></tr></tbody></table>

<figure><img src="https://2993310686-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FIvNtDAMNVIdy5nl9kiOU%2Fuploads%2Fgit-blob-f50768d959256bb48bed7c6b4974c461e99f0c39%2FScreenshot%202026-09-30%20at%2000-20-47.png?alt=media" alt="The PDF template tab of Advanced settings with the Quote PDF row outlined in red"><figcaption><p><strong>Quote PDF</strong> is the document your customer receives.</p></figcaption></figure>

## Set the template up

{% stepper %}
{% step %}

### Open Advanced settings

In the app sidebar, click **Advanced settings**.
{% endstep %}

{% step %}

### Go to the PDF template tab

Choose **PDF template** from the list of tabs.
{% endstep %}

{% step %}

### Open Quote PDF

Open **Quote PDF**. The editor is headed **Quote PDF template**.

The left-hand column holds three sections you expand one at a time — **Design**, **Content** and **Translations** — with the **Preview** beside them on the right.

<figure><img src="https://2993310686-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FIvNtDAMNVIdy5nl9kiOU%2Fuploads%2Fgit-blob-e20767e473f4c4b8e5794d92fd2b4539cb071a66%2Fscreenshot-pdf-quote-template-editor.png?alt=media" alt="The Quote PDF template editor, with the Content section open on the left and the document Preview on the right"><figcaption><p>The <strong>Quote PDF template</strong> editor. Switches on the left, <strong>Preview</strong> on the right.</p></figcaption></figure>
{% endstep %}

{% step %}

### Put your logo and colours on it in Design

Expand **Design**. This is the section that makes the document look like it came from you rather than from an app:

* **Header size** and **Font size**, both in px.
* **Logo** — tick **Use a logo image**, set **Logo size** in px, then click the upload area to add the file. The app's own note reads: "Click here to upload an image. For the best quality, use a 512 × 512 px image." The field below it takes an image address instead, and is labelled **Enter an image URL to change it**.
* **Color & Background** — seven swatches, in this order: **Primary color**, **Background color**, **Table header color**, **Table header background**, **Table border color**, **Border color** and **Text color**.

<figure><img src="https://2993310686-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FIvNtDAMNVIdy5nl9kiOU%2Fuploads%2Fgit-blob-e365ad20328808cc4d7fc715616116dcaca37287%2FScreenshot%202026-10-01%20at%2000-14-08.png?alt=media" alt=""><figcaption></figcaption></figure>

{% hint style="success" %}
Set the logo first and read the **Preview** before you touch the colours. A logo changes the proportions of the header, and swatches picked against the wrong header often have to be picked again.
{% endhint %}
{% endstep %}

{% step %}

### Work through Content

Open **Content** and turn each row on or off. The groups are **Quote info**, **Quote products** and **Other information**, followed by **Column width** and **Note** — they are listed in full below.

<figure><img src="https://2993310686-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FIvNtDAMNVIdy5nl9kiOU%2Fuploads%2Fgit-blob-e82bf79840a2420913d1e02a715b3e9910556eb4%2FScreenshot%202026-10-01%20at%2000-18-22.png?alt=media" alt=""><figcaption></figcaption></figure>
{% endstep %}

{% step %}

### Edit the wording in Translations

Expand **Translations**. It does two jobs, and most merchants only need the first.

* **To reword a label in English**, type over it. Every label printed on the document has its own box — among them **Quote invoice**, **Quote no.**, **Issue date**, **Payment terms**, **Quote from**, **Quote to**, **Ship to**, **Shipping**, **Additional information**, **Product**, **Quantity**, **Price**, **Total**, **Subtotal**, **Discount**, **Tax**, **Grand total** and **Note**. If your trade calls it an "Estimate" rather than a "Quote invoice", this is where you change it.
* **To add another language**, click **Add language**, pick it, then fill in the same boxes. **Languages** switches which one you are editing, and the bin icon beside a language removes it. The default language has no bin icon and cannot be removed.

<figure><img src="https://2993310686-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FIvNtDAMNVIdy5nl9kiOU%2Fuploads%2Fgit-blob-264f1cb6b9354024a84df8fc3594f0b31d87e6eb%2FScreenshot%202026-10-01%20at%2000-14-33.png?alt=media" alt=""><figcaption></figcaption></figure>
{% endstep %}

{% step %}

### Read the Preview

**Preview** shows the finished document beside the switches, so you can see the effect of each one as you go.
{% endstep %}

{% step %}

### Save

Change anything and Shopify's save bar appears at the top of the admin. Click **Save** to keep the template, or **Discard changes** to drop it. Until you save, nothing you did here reaches a real quote.

<figure><img src="https://2993310686-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FIvNtDAMNVIdy5nl9kiOU%2Fuploads%2Fgit-blob-f6c8b6b042a9cf7d6d7ba30e23fab8f7dd67dd92%2FScreenshot%202026-10-01%20at%2000-15-02.png?alt=media" alt=""><figcaption></figcaption></figure>
{% endstep %}

{% step %}

### Download a test quote

Open **Quote list** in the sidebar and use the download PDF action on one of your own test quotes. Read the document end to end — it is worth seeing the real file, not just the preview.
{% endstep %}
{% endstepper %}

## Quote info

The header block: who the quote is from, when it was issued, and how the money breaks down.

<table><thead><tr><th width="230">Switch</th><th>What it adds</th></tr></thead><tbody><tr><td><strong>Quote ID</strong></td><td>The quote reference, so you and the customer can name the same document weeks later.</td></tr><tr><td><strong>Issue date</strong></td><td>The date the quote was raised.</td></tr><tr><td><strong>Choose date format</strong></td><td>Not a switch — a dropdown. Pick <strong>DD/MM/YYYY</strong>, <strong>MM/DD/YYYY</strong> or <strong>YYYY/MM/DD</strong> to match how your customers read dates.</td></tr><tr><td><strong>Payment terms</strong></td><td>The terms agreed on the quote.</td></tr><tr><td><strong>Discount</strong></td><td>Any discount applied to the quote.</td></tr><tr><td><strong>Tax</strong></td><td>Tax shown as its own line rather than buried in the total.</td></tr><tr><td><strong>Shipping</strong></td><td>The shipping amount.</td></tr><tr><td><strong>Subtotal</strong></td><td>The total before discount, tax and shipping.</td></tr><tr><td><strong>Grand total</strong></td><td>The final figure.</td></tr></tbody></table>

{% hint style="success" %}
Turn on **Discount**, **Tax** and **Shipping** if you quote businesses. Buyers who have to get a quote approved internally need to see what the price covers, stated as separate lines.
{% endhint %}

## Quote products

The line-item table. Each switch adds a detail to every product on the document.

<table><thead><tr><th width="270">Switch</th><th>What it adds</th></tr></thead><tbody><tr><td><strong>Show product image</strong></td><td>A thumbnail beside each line.</td></tr><tr><td><strong>Show vendor</strong></td><td>The product's vendor.</td></tr><tr><td><strong>Show SKU</strong></td><td>The SKU — worth having if your customer orders against part numbers.</td></tr><tr><td><strong>Show variants and options</strong></td><td>The chosen variant and options, such as size or colour.</td></tr><tr><td><strong>Show quantity</strong></td><td>How many of each line.</td></tr><tr><td><strong>Show price</strong></td><td>The unit price.</td></tr><tr><td><strong>Show total</strong></td><td>The line total.</td></tr></tbody></table>

{% hint style="warning" %}
**Show price** and **Show total** are switches like any other. If you leave them off, the customer receives a document with no per-line figures on it. That is deliberate for some businesses and a mistake for most — check the **Preview** before you send.
{% endhint %}

## Other information

<table><thead><tr><th width="270">Switch</th><th>What it adds</th></tr></thead><tbody><tr><td><strong>Quote from</strong></td><td>Your side of the document. Switch it on and it opens out into five of its own — <strong>Store name</strong>, <strong>Email</strong>, <strong>Company name</strong>, <strong>Address</strong> and <strong>Phone number</strong> — so you decide exactly which of your details the buyer gets.</td></tr><tr><td><strong>Customer information</strong></td><td>Who the quote is for.</td></tr><tr><td><strong>Shipping address</strong></td><td>Where the goods would go.</td></tr><tr><td><strong>Additional information</strong></td><td>The extra detail collected on your quote form.</td></tr></tbody></table>

**Column width** sets how those blocks sit on the page. The choices are **33%** and **100%** — switch between them and read the **Preview** to see which suits your document.

## Add your own wording

**Note** is where your own text goes on the document. Use it for the two things a quote needs and the switches cannot supply:

* **How long the quote is valid.** "Valid for 30 days" is both commercial protection and a gentle reason for the customer to decide.
* **How to accept.** A quote with no next step stalls.

## Selling in more than one language

The document's own wording lives in the **Translations** section of this editor, not in the app's general translation settings — so a second language on the quote PDF is something you add here, label by label, as described in the stepper above.

**Multi-language (PDF & email)** is included on the **FREE** plan, so a customer reading in another language can still be sent a document they understand. For the storefront and email side, see [Translate quote emails](/sa-request-a-quote/emails/translate-emails.md).

{% hint style="info" %}
**Invoice PDF** is a separate template with its own **Translations** section, so set your languages up on both if you send both documents — see [Customize the invoice PDF](/sa-request-a-quote/pdf-templates/invoice-pdf.md).
{% endhint %}

## The watermark

PDFs carry a watermark until your store is verified. The editor says so directly: "Remove the watermark from your PDF. Please contact us to verify your store and receive this service for free."

{% hint style="info" %}
Verification costs nothing. Write to <support@samita.io> before you send quotes to real customers — see [Contact support](/sa-request-a-quote/help/contact-support.md).
{% endhint %}

## What your plan includes

<table><thead><tr><th width="210">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 invoice PDF](/sa-request-a-quote/pdf-templates/invoice-pdf.md) — the document that goes with a draft order
* [Download a quote as PDF](/sa-request-a-quote/managing-quotes/download-pdf.md) — download a quote as a PDF
* [Attach a PDF to quote emails](/sa-request-a-quote/emails/attach-pdf.md) — get the document to your customer


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