You can easily print quotes or save them as PDF files in Katana. All quote printouts include your company's legal name and address in the footer.
Need to update your company info? Learn how to set it up.
How to print or save a quote as PDF
Go to the Sell screen and open the Quote you want to print (this opens the quote card).
Click the Print icon in the top-right corner of the quote card.
From the dropdown list, select the Quote template (or another available print template).
Choose your printer or select Save as PDF to download it.
Note: Quotes can only be printed individually. Bulk printing of quotes is not supported at this time.
Customizing quote templates
Want to personalize your quote layout with your brand, barcodes, or custom fields?
Katana’s PDF Editor lets you:
Add logos and images
Modify headers, footers, and layout
Include custom data fields
Add barcodes for tracking
Your feedback is invaluable. Let us know your thoughts on this article or anything in Katana you'd like to see improved: [email protected]