Customize PDF Document for Quote or Order

The Proposal document can be customized and shared with the client. Note that customizing and creating PDF documents cannot be done while editing a quote or order. You must first Save.

Video Tutorial

Customize PDF

The customization process is the same whether you are working within an quote or an order. Options selected are sticky and will persist across devices, platforms, and logins.

1. While viewing a quote or order tap .
2. Adjust the Presentation of the document. Select a paper size and layout orientation.
3. Select what content to include in the document including terms and conditions. (Terms and conditions are maintained through the RFMS Online Services web portal. For more information please see the article about Terms and Conditions.)
4. Format the different elements of the document.
5. Choose to create the PDF and enter the presentation screen, or choose to send it. (If you are using a Windows device you can choose Save PDF and download it.)

  Tip: Unchecking the box next to a line item will hide it. The line totals will persist even when select lines are hidden. The report option for "Show Line Amounts" will be automatically unchecked if a one or more lines are hidden.

Including Attachments

Among the options in the right side section are checkboxes for Include Photos and Include Files.

• Individual images can be included or excluded and the layout can be selected for how many to include on a single page.
  
• Individual files can be included or excluded. Only PDF files can be included at this time.
  

Formatting Options

Element that can be Formatted	Options
Company Logo	Position (Left, Center, or Right) Size (Uses default unit of measure)
Company Name	Font, Font Size, Bold, Italic
Company Address	Font, Font Size, Bold, Italic
Date	Font, Font Size, Bold, Italic
Quote Number	Font, Font Size, Bold, Italic
Sold To	Font, Font Size, Bold, Italic
Ship To	Font, Font Size, Bold, Italic
Item Headings	Font, Font Size, Bold, Italic
Item Details	Font, Font Size, Bold, Italic
Item Summary	Font, Font Size, Bold, Italic
Notes	Font, Font Size, Bold, Italic
Labels	Font, Font Size, Bold, Italic

Document Content Options

Content	Info
Show Company Name	Show or hide company name. If your logo includes you name, you may wish to suppress this.
Show Lines	Show or hide line items
Show Line Quantities	Show or hide quantity of product or service
Show Line Amounts	Show or hide cost of a line item
Show Room Areas	Show or hide total area of room for a product or service
Show Job Information	Show or hide sidemark (This is the sidemark that was entered in RM)
Show Subtotals	Show or hide separate subtotals for Material and Services
Show Misc. Charges	Note: if this box is unchecked, line amounts and line price will be hidden as well.
Show Line Status	Show or hide the status of a line item
Show Line Notes	Show or hide custom line notes under a line item
Show Work Order Line Notes	Show or hide work order line notes under a line item
Show Line Groups	Separate line items into their set line group
Show Custom Notes	Show or hide custom note made on the quote or order Note: Internal notes cannot be included.
Show Payments	Show or hide Total Paid on orders
Show Pick-Up History	Show or hide pick-ups that have been made for items on the order
Show Salesperson Signature	The salespersons signature can be obtained through the Sign and Authorize button. This checkbox will show or hide that obtained signature.
Include Photos	Select photo attachments to include with the PDF document
Include Files	Select file attachments to include with the PDF document Note: Only PDFs can be included