B2B Ninja

Make sure you have the PDF option turned on while viewing the quote.&nbsp;

Learn How to Make this The Default Setting

***Sending the quote at this point will automatically attach a quote PDF so long as the option is selected as mentioned above.***

If you want to view or save a copy of the PDF, continue reading below.

When PDF is finished Rendering, Click on OPEN PDF

***Quote MUST be sent PRIOR to sending the PDF for the checkout link to work.***

This is useful in case a users email client strips the HTML from the quote email we send, or if you need to download a PDF copy.

How to send, print, and/or save a PDF copy of a quote.

Find answers and get help from Intercom Support and Community Experts

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