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Once a quotation is ready, you can get it out of Heffl in several ways: download it as a PDF, print it, email it to the client, or share a link. This guide covers each option, all found at the top of the quotation detail view.
Quotation 2

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Downloading as a PDF

To save a copy of the quote to your device:
  1. Open the quotation from the Quotations list
  2. Click the download icon in the top right
  3. The quote saves as a PDF, named after the quote and client (for example, “Quotation QTTS-1027”)
The PDF matches the template and preview exactly, including your logo, line items, totals, and terms. Use this when you need a file to keep, attach elsewhere, or archive.

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Printing

To print the quote or save it as a PDF through your browser:
  1. Click Print in the top right
  2. Your browser’s print dialog opens, showing a preview of the quote
  3. Choose your Destination (a printer, or “Save as PDF”)
  4. Set Pages, Layout (Portrait or Landscape), and Color as needed
  5. Click Print
This is handy when a client wants a physical copy, or when you prefer your browser’s PDF output.

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Sending by email

To send the quote straight to the client from Heffl:
  1. Click More in the top right
  2. Select Send via email
  3. Confirm the recipient and message
  4. Send
The client receives the quote by email. Sending this way keeps the quote’s status accurate (it moves toward Sent) and logs the action in the quote’s history. You can also use Mark as sent to record that a quote has been sent if you delivered it another way.
To give the client a link they can open in a browser:
  1. Click More in the top right
  2. Select Share a link
  3. Copy the link and send it to the client
A shared link lets the client view the quote online without needing a file attachment. This is the same way quotes appear in the client portal.

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Which method to use

Each option suits a different need:
  • Download PDF when you need a file to keep or attach
  • Print when you need a paper copy or browser-based PDF
  • Send via email when you want Heffl to deliver it and track the status
  • Share a link when the client prefers to view it online
For most cases, sending by email or sharing a link is best, since both keep the quote connected to its record and update its status automatically.

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What to do next

  1. Convert an accepted quotation to an invoice
  2. Track invoices and payment status
  3. Set up products and services for faster quoting