Print quote packets as pdf

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Question

I'd like to make PDF files of my quotes and my standard contract so I can mail it to a customer. How can I do that?

Answer

I'd recommend using a PDF printer that will create files on your computer, instead of actually going to your printer.

  1. Install a PDF printer. There are several free options - for example http://www.pdf995.com/download.html or http://www.nitroreader.com/
  2. Now, when you go to the Printable View of the quote, choose html. Then OK.
  3. Finally, print from your browser (under File->Print). Instead of choosing a real printer, choose the PDF printer. This will create the PDF file on your computer.

If you want to email the PDF to a customer - within Adobe Reader, click File > Attach to E-mail, and it will open a new e-mail with the quote attached as a PDF.

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