Factory

Quotes and proforma invoices can be previewed, printed, or emailed directly from Factory. Three actions are available from the document's <code>Options</code> menu:

Preview: Opens a new browser tab with a view-only copy of the document.

Print: Opens a printable version in a new tab. Updates the connected accounting package when an accounting integration is enabled.

Email: Sends the document by email as a hyperlink and attachment. Updates the connected accounting package when an accounting integration is enabled.

- Preview: Opens a new browser tab with a view-only copy of the document.
- Print: Opens a printable version in a new tab. Updates the connected accounting package when an accounting integration is enabled.
- Email: Sends the document by email as a hyperlink and attachment. Updates the connected accounting package when an accounting integration is enabled.

- Only users with permission to access Sales Orders can preview, print, or email quotes and proforma invoices. Review <a href="https://help.factory.app/en/articles/11812268-access-and-user-roles-in-factory#h_e479528bbe">user roles</a> before granting access.

- Global Search &gt; search and select a quote &gt; <code>Options</code>
- <code>Sales</code> &gt; <code>Sales Orders</code> &gt; select a quote &gt; <code>Options</code>
- <code>Sales</code> &gt; <code>Customers</code> &gt; select a customer &gt; search and select a quote &gt; <code>Options</code>

- The layout of quotes and proforma invoices can be customised via <code>Settings</code> &gt; <code>Document templates</code>.

___________________________________________________________

Ensure the quote is not in Draft status.

Go to <code>Options</code> &gt; <code>Quote</code> (or <code>Options</code> &gt; <code>Proforma Invoice</code>).

Select <code>Options</code> &gt; <code>Preview</code>.

1. Ensure the quote is not in Draft status.
2. Go to <code>Options</code> &gt; <code>Quote</code> (or <code>Options</code> &gt; <code>Proforma Invoice</code>).
3. Edit the quote date if needed.

4. Select <code>Options</code> &gt; <code>Preview</code>.

Select <code>Options</code> &gt; <code>Print</code>.

1. Ensure the quote is not in Draft status.
2. Go to <code>Options</code> &gt; <code>Quote</code> (or <code>Options</code> &gt; <code>Proforma Invoice</code>).
3. Edit the quote date if needed.

4. Select <code>Options</code> &gt; <code>Print</code>.

Choose a contact from the list. To add or change a contact: 

- Click <code>add contact</code> to include a new contact.
- Click <code>edit</code> to modify an existing contact's name, email, or phone number.

Review the attachments. Files auto-attached from the Collaborate tabs of the selected customer and the added products appear in the Attachments list automatically. To add more, click <code>add attachment</code> to upload new files.

Select <code>Options</code> &gt; <code>Email</code>.

1. Ensure the quote is not in Draft status.
2. Go to <code>Options</code> &gt; <code>Quote</code> (or <code>Options</code> &gt; <code>Proforma Invoice</code>).
3. Edit the quote date if needed.

4. Choose a contact from the list. To add or change a contact: 
 - Click <code>add contact</code> to include a new contact.
 - Click <code>edit</code> to modify an existing contact's name, email, or phone number.

5. Review the attachments. Files auto-attached from the Collaborate tabs of the selected customer and the added products appear in the Attachments list automatically. To add more, click <code>add attachment</code> to upload new files.
6. Select <code>Options</code> &gt; <code>Email</code>.

- Edit the default email message in <code>Settings</code> &gt; <code>Quotes</code> to avoid retyping the same content each time a quote or proforma invoice is sent.

- The 20 MB limit applies to the message and all attachments combined, not to each attachment individually.
- Accepted file types: JPEG, PNG, GIF, WebP, HEIC/HEIF, PDF, DWG, DXF.

Three ways to share a quote or proforma invoice with a customer: preview, print, or email.

Previewing, Printing, and Emailing a Quote or Proforma Invoice

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Previewing, Printing, and Emailing a Quote or Proforma Invoice

Overview

Preview a quote or proforma invoice

Print a quote or proforma invoice

Email a quote or proforma invoice