Export quote

The Export Quotation PDF feature allows you to generate a PDF version of a quote, customized with your preferred language and details.

Steps to Export a Quotation PDF

1. Access the Quote Details Page

• Navigate to the quote detail.

• Click the More Actions dropdown.

• Select Export Quote.

1. Popup Options

• A popup window will appear with the PDF export options.

Language Selection

• Choose a Language:

  • Select a language from the available options.

• Auto-Detect Language:

  • If no language is selected, the system will automatically use the customer's country to determine the language.

• The text will follow the translations you’ve preconfigured in the Translate PDF settings.

Export the PDF

• Click Export to generate the PDF.

• The system will redirect you to a new page where the PDF file is displayed for download or printing.

This feature simplifies sharing professional, well-formatted quotes in your customer's preferred language.