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Customize WooCommerce Quote PDF

Last updated on September 1, 2023

Customizing quotes in a PDF format allows you to add a personal touch, enhance branding, and tailor the presentation to your specific needs. The WebToffee WooCommerce Request a Quote plugin now has a PDF template customizer that allows store owners to customize their quote format. Follow the below-mentioned steps to customize the quotes.

  1. Launch the PDF template customizer.
  2. Include or exclude fields from the Quotes PDF using the Editor pane in the customizer.

PDF template customizer

Follow the below-mentioned steps to launch the customizer:

  1. From the Dashboard, head on to Quotes > Customize tab.
  2. In the Customize page, Select the PDF template tab. This opens the PDF template customizer.
  3. The customizer has two panes, The pane on the left is known as the Preview pane, and the pane on the right is called the Editor pane.
WooCommerce Quotes customizer

Customizing the PDF template.

  1. In the PDF template customizer, head to the Editor pane.
  2. The Editor pane lists all the available fields in the Quote. The designer can either include or exclude the fields from the quote using the toggle button near the corresponding fields. The below Gif illustrates this.
Customizing WooCommerce Quotes
  1. The names of the fields can also be changed by clicking on the respective fields. On clicking, the field expands to show the Label property. An appropriate name can be added to the Value field of the Label property.
Customizing WooCommerce Quotes
  1. Finally, click on Save changes to commit the changes to the template.