Quote
Save the proposal as PDF or open print/preview.
PDF & print
Save quotes, work orders and invoices as PDF or use the standard Windows print flow.
Business documents remain useful outside the application when they can be sent, archived and printed without losing their essential context.
Three business documents use the same export approach.
Work order
Export the operational document with customer, items, dates and notes.
Invoice
Keep the invoice as PDF and use the standard Windows printing workflow.
Business information remains readable outside the application.
Documents include the parties, items, relevant dates, financial values and notes required to understand the business record.
Consistent business context.
Company and customer
Identify the parties on the exported document.
Items and amounts
Keep quantities and financial values readable.
Dates and notes
Preserve timing and additional context when sending or archiving the file.
Historical documents should stay historically consistent.
An issued invoice should not silently become a document with today’s customer or company identity after those master records change.
Next step
PDF and print are part of the wider workflow.
See how quotes, work orders and invoices connect.