Introduction

Display the user's quotes on an itemized list via email, downloadable PDF, or web view. The generated quote can be viewed, printed, saved, or emailed to the user.

Benefits, Features & Use Cases

Have you ever struggled with sending quotes and quotes instead of actually selling? Don't worry, we gotchu. With the Itemized PDF feature, your customers can get instant email quotes and/or download PDF quotes right from the calculator form.

Lead Generation - To collect leads, turn off the detailed list view and force the user to get an emailed quote instead.

Faster Phone Quotes - Use Stylish Cost Calculator to help your customer service agents provide faster service over the phone, and provide instant quotes to your callers.

Boost Sales with Cross-Sells - This is an excellent opportunity to offer bolt-ons/add-ons to your customers. Use conditional logic to only offer add-ons that relate to specific services.

A Customizable Experience - Show your customers how customizable your business is by allowing them to only look at services and products they are interested in. Use the conditional logic feature to hide options not pertaining to the user.

A Competitive Advantage - You can attract new clients by putting your pricing on the map by showing them how you compare to your competition.

Reducing Enquiries - By providing clarity and explanations about your products and services, you reduce the volume of inquiries regarding your products and services.

Improved Decision Making - By going through your user's quotes, you get an understanding of what products and services your users prefer, giving you more data to work with when building your business. You can use these analytics to make smarter decisions for the future of your business.

We're developing a feature that will advise you which products and services your users love the most. In the meantime, you can do this manually.

How to Activate & Use This Feature

The detailed list and email quote buttons are active by default. You can turn them off by navigating to your Calculator Settings -> Frontend Options -> User Action Buttons

Settings & Options

Global Settings

Modify PDF font settings: From the Global Settings, you can change the font family used in the PDF.

Adjust the date format: Set the preferred date format for the PDF (e.g., mm-dd-yyyy).



Banner Image: Upload a custom banner image for the header of your detailed list view and PDF.



Footer Notes: Add and customize footer notes (text & HTML) in the PDF for additional information or branding purposes.

Detailed List & PDF Settings

Title: Enable or disable the display of the title in the detailed list and PDF.



Invoice Number: Show or hide the invoice number on the PDF and detailed list.



User Details: Toggle the user's details (name, address, phone) to the top right of the invoice.



Additionally, you can enable the following options:

Add TAX/VAT: Configure the PDF to display applicable TAX or VAT details.

Unit Price Column: Enable or disable the display of the unit price column in the detailed list and PDF.

Quantity Column: Enable or disable the display of the quantity column in the detailed list and PDF.

Show Price Column: Enable or disable the display of the price column in the detailed list and PDF.

Show Save Icon: Enable or disable the display of the save icon in the detailed list and PDF.

Email Quotes

Users can use the calculator to customize an instant quote, then they press the email quote button to send themselves the quote.



A form will pop up where they can put name, email, phone and the project due date.



Note: This will also get stored in your database and inputted into the new Stylish Cost Calculator - Quote Management CRM feature.


Print PDF / Save PDF



Users can print the PDF from their web browser. It will include all the details provided in the web view.



Note: This will not store the user's information or quote in the Stylish Cost Calculator - Quote Management CRM feature.

Frequently Asked Question

Q: Can I customize the look of the PDF?

You can look above to see the various options that are customizable, like title, invoice number, date formats, footer notes and user details. However, nothing more is customization at this time.

Q: What if I want to only send the PDF to the admin only?

Yes, you can do that with the email settings in the Stylish Cost Calculator. You need to go to Global Settings to adjust the quote email settings. In the email settings, set the admin's email address in the BCC field to receive all generated PDF quotes without sending them to the customer. This ensures only the admin gets the PDF.

Q: How can I change the name of the filename for the PDF?

We do not currently have a setting to change this. It is on our list of future features to implement.

Additional Information

Related Features

Leads & Quotes Management: A Complete Guide: View article

All Elements & Features

Learn more about All Elements
Learn more about All Features

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Updated on: 15/08/2024