{"id":662,"date":"2025-12-26T10:20:22","date_gmt":"2025-12-26T04:50:22","guid":{"rendered":"https:\/\/docs.psmplugins.com\/?post_type=docs&#038;p=662"},"modified":"2026-02-04T15:22:52","modified_gmt":"2026-02-04T09:52:52","password":"","slug":"pdf-settings","status":"publish","type":"docs","link":"https:\/\/docs.psmplugins.com\/docs\/pdf-settings\/","title":{"rendered":"PDF Settings"},"content":{"rendered":"\t\t<div data-elementor-type=\"wp-post\" data-elementor-id=\"662\" class=\"elementor elementor-662\" data-elementor-post-type=\"docs\">\n\t\t\t\t<div class=\"elementor-element elementor-element-6693174 e-flex e-con-boxed e-con e-parent\" data-id=\"6693174\" data-element_type=\"container\" data-e-type=\"container\">\n\t\t\t\t\t<div class=\"e-con-inner\">\n\t\t\t\t<div class=\"elementor-element elementor-element-01b9785 elementor-widget elementor-widget-text-editor\" data-id=\"01b9785\" data-element_type=\"widget\" data-e-type=\"widget\" data-widget_type=\"text-editor.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t\t\t\t\t<h4>Quote Settings \u2013 PDF Settings<\/h4>\n<p data-start=\"177\" data-end=\"249\">These settings control how quote PDFs are created and sent to customers.<\/p>\n<h5><br>Allow PDF Version of Quotes<\/h5>\n<p data-start=\"288\" data-end=\"407\">When enabled, customers can download their quote as a PDF file.<br data-start=\"351\" data-end=\"354\">The PDF link is available after the quote is created.<br><br><\/p>\n<h5>PDF File Name<\/h5>\n<p data-start=\"432\" data-end=\"529\">Sets the name of the PDF file.<br data-start=\"462\" data-end=\"465\">Customers see this name when downloading the PDF.<br data-start=\"514\" data-end=\"517\">You can use:<\/p>\n<ul data-start=\"530\" data-end=\"596\">\n<li data-start=\"530\" data-end=\"562\">\n<p data-start=\"532\" data-end=\"562\"><code data-start=\"532\" data-end=\"540\">%rand%<\/code> for a random number<\/p>\n<\/li>\n<li data-start=\"563\" data-end=\"596\">\n<p data-start=\"565\" data-end=\"596\"><code data-start=\"565\" data-end=\"577\">%quote_id%<\/code> for the quote ID<\/p>\n<\/li>\n<\/ul>\n<p data-start=\"598\" data-end=\"625\">Example: <code data-start=\"607\" data-end=\"625\">quote_%quote_id%<br><br><\/code><\/p>\n<h5>Attach PDF Version to Quote Email<\/h5>\n<p data-start=\"670\" data-end=\"812\">When enabled, the PDF is attached to the quote email.<br data-start=\"723\" data-end=\"726\">Customers receive the PDF directly in their inbox.<br data-start=\"776\" data-end=\"779\">No manual attachment is required.<br><br><\/p>\n<h5>Email Body Without Product List (When PDF Attached)<\/h5>\n<p data-start=\"875\" data-end=\"1032\">When enabled, the email body will not show the product list.<br data-start=\"935\" data-end=\"938\">All product details will be available only in the PDF.<br data-start=\"992\" data-end=\"995\">This keeps the email short and clean.<\/p>\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<div class=\"elementor-element elementor-element-eeaa120 elementor-widget elementor-widget-image\" data-id=\"eeaa120\" data-element_type=\"widget\" data-e-type=\"widget\" data-widget_type=\"image.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t\t\t\t\t\t\t\t<figure class=\"wp-caption\">\n\t\t\t\t\t\t\t\t\t\t\t<a href=\"https:\/\/docs.psmplugins.com\/wp-content\/uploads\/2025\/12\/PDF-Setting-PSM-Request-a-Quote.webp\" data-elementor-open-lightbox=\"yes\" data-elementor-lightbox-title=\"PDF-Setting-PSM-Request-a-Quote\" data-e-action-hash=\"#elementor-action%3Aaction%3Dlightbox%26settings%3DeyJpZCI6MTA0NSwidXJsIjoiaHR0cHM6XC9cL2RvY3MucHNtcGx1Z2lucy5jb21cL3dwLWNvbnRlbnRcL3VwbG9hZHNcLzIwMjVcLzEyXC9QREYtU2V0dGluZy1QU00tUmVxdWVzdC1hLVF1b3RlLndlYnAifQ%3D%3D\">\n\t\t\t\t\t\t\t<img fetchpriority=\"high\" decoding=\"async\" width=\"800\" height=\"410\" src=\"https:\/\/docs.psmplugins.com\/wp-content\/uploads\/2025\/12\/PDF-Setting-PSM-Request-a-Quote-1024x525.webp\" class=\"attachment-large size-large wp-image-1045\" alt=\"PDF-Setting-PSM-Request-a-Quote\" srcset=\"https:\/\/docs.psmplugins.com\/wp-content\/uploads\/2025\/12\/PDF-Setting-PSM-Request-a-Quote-1024x525.webp 1024w, https:\/\/docs.psmplugins.com\/wp-content\/uploads\/2025\/12\/PDF-Setting-PSM-Request-a-Quote-300x154.webp 300w, https:\/\/docs.psmplugins.com\/wp-content\/uploads\/2025\/12\/PDF-Setting-PSM-Request-a-Quote-768x394.webp 768w, https:\/\/docs.psmplugins.com\/wp-content\/uploads\/2025\/12\/PDF-Setting-PSM-Request-a-Quote-1536x787.webp 1536w, https:\/\/docs.psmplugins.com\/wp-content\/uploads\/2025\/12\/PDF-Setting-PSM-Request-a-Quote-360x185.webp 360w, https:\/\/docs.psmplugins.com\/wp-content\/uploads\/2025\/12\/PDF-Setting-PSM-Request-a-Quote.webp 1551w\" sizes=\"(max-width: 800px) 100vw, 800px\" \/>\t\t\t\t\t\t\t\t<\/a>\n\t\t\t\t\t\t\t\t\t\t\t<figcaption class=\"widget-image-caption wp-caption-text\">PDF-Setting-PSM-Request-a-Quote<\/figcaption>\n\t\t\t\t\t\t\t\t\t\t<\/figure>\n\t\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t","protected":false},"excerpt":{"rendered":"<p>Quote Settings \u2013 PDF Settings These settings control how quote PDFs are created and sent to customers. Allow PDF Version of Quotes When enabled, customers can download their quote as a PDF file.The PDF link is available after the quote is created. PDF File Name Sets the name of the PDF file.Customers see this name [&hellip;]<\/p>\n","protected":false},"author":5,"featured_media":0,"comment_status":"open","ping_status":"closed","template":"","meta":{"footnotes":""},"doc_category":[28],"doc_tag":[],"knowledge_base":[13],"class_list":["post-662","docs","type-docs","status-publish","hentry","doc_category-quote-settings","knowledge_base-psm-request-a-quote"],"year_month":"2026-05","word_count":144,"total_views":"8","reactions":{"happy":"0","normal":"0","sad":"0"},"author_info":{"name":"Milind Ighe","author_nicename":"milindighe","author_url":"https:\/\/docs.psmplugins.com\/author\/milindighe\/"},"doc_category_info":[{"term_name":"Quote Settings","term_url":"https:\/\/docs.psmplugins.com\/docs\/psm-request-a-quote\/quote-settings\/"}],"doc_tag_info":[],"knowledge_base_info":[{"term_name":"PSM Request a Quote","term_url":"https:\/\/docs.psmplugins.com\/docs\/psm-request-a-quote\/","term_slug":"psm-request-a-quote"}],"knowledge_base_slug":["psm-request-a-quote"],"_links":{"self":[{"href":"https:\/\/docs.psmplugins.com\/wp-json\/wp\/v2\/docs\/662","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/docs.psmplugins.com\/wp-json\/wp\/v2\/docs"}],"about":[{"href":"https:\/\/docs.psmplugins.com\/wp-json\/wp\/v2\/types\/docs"}],"author":[{"embeddable":true,"href":"https:\/\/docs.psmplugins.com\/wp-json\/wp\/v2\/users\/5"}],"replies":[{"embeddable":true,"href":"https:\/\/docs.psmplugins.com\/wp-json\/wp\/v2\/comments?post=662"}],"version-history":[{"count":10,"href":"https:\/\/docs.psmplugins.com\/wp-json\/wp\/v2\/docs\/662\/revisions"}],"predecessor-version":[{"id":1048,"href":"https:\/\/docs.psmplugins.com\/wp-json\/wp\/v2\/docs\/662\/revisions\/1048"}],"wp:attachment":[{"href":"https:\/\/docs.psmplugins.com\/wp-json\/wp\/v2\/media?parent=662"}],"wp:term":[{"taxonomy":"doc_category","embeddable":true,"href":"https:\/\/docs.psmplugins.com\/wp-json\/wp\/v2\/doc_category?post=662"},{"taxonomy":"doc_tag","embeddable":true,"href":"https:\/\/docs.psmplugins.com\/wp-json\/wp\/v2\/doc_tag?post=662"},{"taxonomy":"knowledge_base","embeddable":true,"href":"https:\/\/docs.psmplugins.com\/wp-json\/wp\/v2\/knowledge_base?post=662"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}