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Info2291
Level 1
posted
‎October 31, 2025 09:43 PM
last updated ‎October 31, 2025 9:43 PM

I want to have pdf for a qoate

I need the client to download qoate without quickbook in it
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1 Comment 1
KiazzymaeC
QuickBooks Team
QuickBooks Team
‎October 31, 2025 11:50 PM

I want to have pdf for a qoate

Let's ensure the PDF attached option is enabled so your client can download the quote as a PDF, Infor2291.

 

Before we proceed, could you clarify what you mean by "without QuickBooks in it"? Are you referring to the word QuickBooks appearing on your quote? If so, could you please provide more details? Sharing a screenshot would help us understand the issue better and address it effectively.

 

To enable the PDF attached option, kindly follow these steps:

 

  1. Go to the Gear icon.
  2. Under the Your Company column, select Custom Form Styles.
  3. Locate the Quote template, and click Edit.
  4. Select the Emails tab, and tick the box for PDF attached.
  5. Click Done to save the changes.

 

This will ensure the quote is emailed with a PDF attachment, allowing your client to download it.

 

Please let us know more about your concern regarding "without QuickBooks in it. We're here to assist you!

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