Print, email, or export quotes and estimates

In , printing a quote or estimate creates a document that can be printed, emailed to a client, or exported into several file formats.

To print, email or export a quote or estimate:

1. Open the quote or estimate you want to work with. You can open them from the Business menu > Quotes or from the Financials tab of any Job.
2. On the Quote details screen, click the Print PDF button to open the print quote page.
3. On the Print Quote/Estimate screen, choose the required print options.
   1. In the Choose a Template drop-down list, do one of the following:
      • Select a custom print template. The Default template print options are not available for custom print templates.
      • Leave the Default template selected.
   2. If you leave the Default template selected, use the checkboxes to choose which elements of the quote or estimate should be included in the printed version.
4. Scroll down and click Generate. The contents of the quote or estimate are displayed on screen.

   You can use the print icon  on the PDF toolbar to send the document directly to your printer.

5. (optional) Email the quote.
   1. Click Send.
   2. On the Print Quote/Estimate screen, fill in the details of who to send it to. By default, the contact on the quote or estimate will be selected, but you can add other recipients too.
      

      You can customise the subject line of the email, and include a message to the contact.

   3. Send Email. The selected quote or estimate is emailed to the specified contacts or email addresses as an attached PDF document.
6. (optional) Export the quote or estimate in the required format. The options available depend on whether you're printing using the Default template or a custom print template.
   1. Do one of the following:
      • Select Export to Excel (.XLS format), Export to CSV (.CSV format) or Export to PDF (Adobe PDF format) (when using the Default template).
      • Select Export to Word (.DOCX format) or Export to PDF (Adobe PDF format) (when using a custom print template).
   2. View or save the exported file, as required.