Use quote packets to print out quote forms and files all at once. For example you can print a copy of your quote, contract and CAD file.

Watch a short video demonstration

1. Go to Quote > Edit Settings

2. Click on

3. Type in a name and click OK

4. Click on and select one of the following:
   
   • Quote Form - select a Quote Form from the Quote Settings page.

   • Attached Image File - quote files with an extension of .bmp, .gif, .jpg, .jpeg, or .png
     
     
   • Attached CAD file - quote files with an extension of .dxf or .dwg

   • Page Break - add page breaks as desired
     

   
   

5. To print, go to the quote detail page , click and select the Quote Packet.
   Then, print from your web browser. (File > Print) If necessary, change your web browser print settings to prevent the URL or other text from printing at the top or bottom of the page and to adjust the margins.