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Quote PDF attached in customer email.
Quote PDF attached in customer email.

Attach a quote PDF to a customer email when sending a quote. Three formats are available to show product details including images.

Séamus Diamond avatar
Written by Séamus Diamond
Updated over a week ago

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

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