Deal quote PDF

Open the document

In a contact’s deal details, select the PDF icon on the quote row. The older contact quote output opens an inline PDF in a new window. Opening the PDF checks CRM access and quote ownership. Browser PDF controls determine whether you view, save or print the document.

Check before sharing

If the quote has a linked proposal, the PDF places its rendered content on a preceding page. The quote page contains company details, date and number, title, Bill To, and line items with S.No, Product, Unit Price, Quantity, Discount % and Amount. Each item can show HSN/SAC and a description. Tax rows, gross Amount, Terms and Conditions, and a payment link appear when the relevant data is present. Amount in words appears only for the Asia/Kolkata timezone. A payment link is an offer to pay; it does not mean payment was received.

For Example Co, reopen the PDF after saving the quote and check its recipient, items, tax and terms. If access is denied or the output differs from the editor, check the quote owner, saved record and linked proposal; do not treat the document as proof of a completed payment. See quote editing for changes.