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.
- Launch the PDF template customizer.
- 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:
- From the Dashboard, head on to Quotes > Customize tab.
- In the Customize page, Select the PDF template tab. This opens the PDF template customizer.
- 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.
Customizing the PDF template.
- In the PDF template customizer, head to the Editor pane.
- 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.
- 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.
- Finally, click on Save changes to commit the changes to the template.
Comments (2)
Ryan Donald
March 28, 2024
We would like to understand more about a quoting feature available for our store
Sanjai Valsan
April 4, 2024
Hi Ryan,
Thank you for reaching out!
Our WooCommerce Request a Quote plugin offers a robust quoting feature for your store. To learn more about this feature and explore its functionalities, we recommend referring to our extensive documentation, which thoroughly explains the various aspects of the plugin. Additionally, feel free to contact our dedicated support team for further assistance and insights into our product.