To attach a PDF version of the quote with an email, select one of the three different options from the admin. Go to Admin → Store Settings → General → Store Preferences, under Order Settings from the Enable Quote PDF dropdown, select one of the options.
Admin Setting
Limits
If the quote exceeds 500 lines the quote will not be attached as a PDF and only the link to view the quote online will be included.
Quote Formats
No Attachment – Quote email will be sent without the PDF attachment.
Compact Form – Quote line items will include SKU, Name, Pack Size, Unit of Measure, along with quantities and pricing.
Image and Name – Quote line items will also include an image column with the main image of the product.
Image and Description – Quote items will also include an image column and the main product description.
Example of Quote Lines from the "Compact Form" format:
Example of the "Image and Name" Format:
Example of Quote Lines from the "Image and Description" Format:
Sending a Quote Email
Once you have selected an option, if you email the quote, the customer will receive a PDF version of the quote as an attachment.
Email Sending
Email Received