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:
Quote PDF
"Template used to convert a quote to a PDF file" — the offer you send a customer.
Invoice PDF
"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.
Set the template up
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.
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.
Quote info
The header block: who the quote is from, when it was issued, and how the money breaks down.
Quote ID
The quote reference, so you and the customer can name the same document weeks later.
Issue date
The date the quote was raised.
Choose date format
Not a switch — a dropdown. Pick DD/MM/YYYY, MM/DD/YYYY or YYYY/MM/DD to match how your customers read dates.
Payment terms
The terms agreed on the quote.
Discount
Any discount applied to the quote.
Tax
Tax shown as its own line rather than buried in the total.
Shipping
The shipping amount.
Subtotal
The total before discount, tax and shipping.
Grand total
The final figure.
Quote products
The line-item table. Each switch adds a detail to every product on the document.
Show product image
A thumbnail beside each line.
Show vendor
The product's vendor.
Show SKU
The SKU — worth having if your customer orders against part numbers.
Show variants and options
The chosen variant and options, such as size or colour.
Show quantity
How many of each line.
Show price
The unit price.
Show total
The line total.
Other information
Quote from
Your side of the document. Switch it on and it opens out into five of its own — Store name, Email, Company name, Address and Phone number — so you decide exactly which of your details the buyer gets.
Customer information
Who the quote is for.
Shipping address
Where the goods would go.
Additional information
The extra detail collected on your quote form.
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.
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."
What your plan includes
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 invoice PDF — the document that goes with a draft order
Download a quote as PDF — download a quote as a PDF
Attach a PDF to quote emails — get the document to your customer
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