Skip to main content

Generate an estimate PDF

Generating a Basic PDF

  1. After creating or viewing an estimate, click the “Generate PDF” button.
  2. Select your PDF options:
  • Show subtotals only: Just the bottom-line numbers
  • Show sections: Break down costs by section
  • Show items: List all individual items and their prices
  • Show sections and items: The most detailed option
  1. Optionally, include a signature section for client approval.
  2. Click “Generate” to create the PDF.
  3. The PDF will open in a new tab and be saved with the estimate.

After creating or viewing an estimate, click the "Generate PDF" button.

Select your PDF options in the estimate PDF modal on VoltPro

Customizing Your PDF Appearance

  1. Go to “Settings” > “Organization” to add company information which gets rendered on PDFs.
  2. Upload your company logo (recommended size: 200x200px).
  3. Enter your company details:
  • Company name
  • Address
  • Contact information
  1. These details will appear on all estimate PDFs.

Go to "Settings" > "Organization" to add company information which gets rendered on PDFs.

Adding Standard Terms and Conditions

  1. Go to “Settings” > “Estimates” to set up default content.
  2. Enter your standard terms and conditions in the “Default additional content” section.
  3. This text will automatically be added to new estimates.
  4. You can still customize this text on individual estimates as needed.
← Back to Help Center