Generate an estimate PDF
Generating a Basic PDF
After creating or viewing an estimate, click the "Generate PDF" button.
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
Optionally, include a signature section for client approval.
Click "Generate" to create the PDF.
The PDF will open in a new tab and be saved with the estimate.
Customizing Your PDF Appearance
Go to "Settings" > "Organization" to add company information which gets rendered on PDFs.
Upload your company logo (recommended size: 200x200px).
Enter your company details:
Company name
Address
Contact information
These details will appear on all estimate PDFs.
Adding Standard Terms and Conditions
Go to "Settings" > "Estimates" to set up default content.
Enter your standard terms and conditions in the "Default additional content" section.
This text will automatically be added to new estimates.
You can still customize this text on individual estimates as needed.
Updated on
Mar 23, 2025
