Overview
Quotes and proforma invoices can be previewed, printed, or emailed directly from Factory. Three actions are available from the document's Options 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.
👥 Access Permissions
Only users with permission to access Sales Orders can preview, print, or email quotes and proforma invoices. Review user roles before granting access.
📍Location in the app
Global Search > search and select a quote >
OptionsSales>Sales Orders> select a quote >OptionsSales>Customers> select a customer > search and select a quote >Options
💡Tip
The layout of quotes and proforma invoices can be customised via
Settings>Document templates.
Preview a quote or proforma invoice
Ensure the quote is not in Draft status.
Go to
Options>Quote(orOptions>Proforma Invoice).Edit the quote date if needed.
Select
Options>Preview.
Print a quote or proforma invoice
Ensure the quote is not in Draft status.
Go to
Options>Quote(orOptions>Proforma Invoice).Edit the quote date if needed.
Select
Options>Print.
Email a quote or proforma invoice
Ensure the quote is not in Draft status.
Go to
Options>Quote(orOptions>Proforma Invoice).Edit the quote date if needed.
Choose a contact from the list. To add or change a contact:
Click
add contactto include a new contact.Click
editto 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
add attachmentto upload new files.Select
Options>Email.
💡Tip:
Edit the default email message in
Settings>Quotesto avoid retyping the same content each time a quote or proforma invoice is sent.
📝Notes
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.