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PDF Quotes 📄

Introduction​

Amplifi-Qx Hub allows you to generate professional PDF quotes with customisable branding and detail levels. Whether you need a detailed breakdown or a summarised version, the system provides flexible options for creating client-ready documentation.

Generating PDF Quotes 🔄​

Accessing PDF Generation​

To create a PDF quote:

  1. Navigate to the quote details
  2. Click the options menu (⋮)
  3. Select "Generate PDF Quote"
  4. Configure the required options

Branding Options 🎨​

Available Brands​

Select the appropriate branding for your PDF:

  • Signal Solutions: Our primary brand
  • Amplifi-Qx: Product-focused branding
  • Partner Brands: Available partner company branding

Brand Selection​

When choosing branding:

  1. Click the "Select Branding Option" dropdown
  2. Choose appropriate brand for the client
  3. Consider any partner relationships
  4. Maintain consistent branding across documents

Quote Formats 📋​

Detailed Quotes​

By default, the PDF includes:

  • Complete line item breakdown
  • Individual pricing details
  • Quantities and specifications
  • Labour and travel costs
  • Additional charges and discounts

Summarised Quotes ✨​

For high-level overviews, you can create summarised quotes:

  1. Enter replacement text in the summary field
  2. The system will:
  • Group items into categories
  • Show category totals
  • Hide individual line items
  • Maintain overall pricing
  • Present simplified structure

Best Practices 💡​

PDF Generation​

Format Selection​

Choose based on client needs:

  • Detailed quotes for technical review
  • Summarised quotes for executive overview
  • Consider audience requirements
  • Match client expectations
  • Maintain professional presentation

Quality Control​

Before generating:

  1. Verify all pricing
  2. Check branding selection
  3. Review summary text (if used)
  4. Confirm totals
  5. Validate any discounts

Document Usage​

Distribution Guidelines​

When sharing PDFs:

  • Use consistent naming
  • Track versions
  • Document distribution
  • Record feedback
  • Maintain file security

Professional Tips ⭐​

Creating Effective Summaries​

When writing summary text:

  1. Use clear, professional language
  2. Group similar items logically
  3. Maintain solution clarity
  4. Highlight key components
  5. Present value effectively

Quote Presentation​

Enhance professional appearance by:

  • Using appropriate branding
  • Maintaining consistent formatting
  • Including relevant details
  • Organising information clearly
  • Ensuring readability

Return to Quotes Overview → Learn About Managing Quotes →

Remember

Choose your PDF format based on your audience. Detailed quotes work well for technical teams, while summarised versions are often better for management review.

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