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Estimates

How to customize and download the estimate PDF

How to control what appears on your exported PDF and download it for your records or to send to a client.

Written By Julia M.

Overview

Every estimate and invoice can be exported as a PDF. The export panel lets you choose what appears and shows a live preview before you generate the file.

Steps

  1. Hover the estimate (or invoice) row and click the share icon.

  2. Click Download PDF. The Export Estimate PDF panel opens.

  3. Set the toggles on the left. The preview updates as you go; use the zoom, Prev / Next and the page thumbnails to check every page.

  4. Click Generate PDF to download, or Generate PDF and save to also keep a copy with the document.

Export Estimate PDF panel with display options and live preview

Display options

Group

Toggles

Header

Company Logo, Company Info, Bill To Address, Ship To Address, Estimate Details

Sections

Show Section Headers, Show Section Totals, Respect Collapsed Sections (and, when collapsed, Subtotal / Freight / Tax / Total)

Line items

Product Images, Descriptions, Specifications, Client Approval Status

Table columns

Quantity, Unit Price, Discount, Markup, Freight, Tax, Line Total

Footer totals

Subtotal, Freight Total, Discount, Tax Total, Grand Total

Payment & notes

Payment Schedule, Notes, Internal Memo, Terms & Conditions, Signature Fields, Thank You Message (with editable text)

Table columns, footer totals and payment & notes toggles

Before you share it

  • Turn off Markup and Internal Memo unless you mean the client to see them — in our test account both were on by default.

  • Look at the last page: terms and signature lines print there (or on their own page, depending on Money → Document look → Terms print).

Important limitations

  • Toggle choices apply to that export only.

  • Fonts, colours, logo and header banner come from Settings → Studio → Money → Document look.

Related articles

  • Creating custom headers

  • How to configure the client view on an estimate

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