PDF Quote Magento 2

The PDF quote Magento 2 feature in Cart2Quote lets your sales team generate and send professional PDF quote documents directly from the admin panel. When a proposal is ready, the admin previews the PDF, adjusts the layout if needed, and either downloads it or sends it to the customer as an email attachment — all without leaving the quote detail page.

What the PDF Quote Contains

A Cart2Quote PDF quote document includes:

Each of these elements is configurable through the PDF Configuration section in Advanced Options. Therefore, you control exactly how much detail appears in every proposal document your team sends.

• Store logo and branding
• Customer billing and shipping address
• Quote number and date
• Product names, SKUs, quantities and negotiated prices
• Shipping method and cost
• Quote totals and any applied discounts
• Configurable footer text, for example payment instructions or terms and conditions
• Optional product short descriptions and product thumbnails

Why Professional PDF Proposals Win More B2B Business

A well-formatted PDF proposal signals professionalism and builds customer confidence. In B2B purchasing, customers often share proposals internally with colleagues, managers, and finance teams. Therefore, the quality of the document directly affects how the proposal lands beyond the original contact.

For example, a procurement manager receives a Cart2Quote PDF proposal and shares it with their finance director for budget approval. The document contains your logo, a clear price breakdown, product descriptions, and a footer with payment terms. The finance director approves it on the spot because everything they need is already in the document. Consequently, the order moves forward faster — without your sales team needing to provide additional documentation. In addition, a branded PDF reinforces your company identity at every stage of the approval chain.

PDF Configuration Options in Cart2Quote

Cart2Quote gives you full control over the PDF quote layout through Advanced Options:

• Display Product Thumbnail — include product images in the PDF
• Enable Product Short Description — add product descriptions below each line item
• Quote PDF Footer Text — set custom footer content such as payment instructions or terms
• Show Quote Adjustment — display total discount amounts in the PDF
• Display Tax — control whether tax amounts appear in the totals section
• Save Space on Fonts — replace the default font with Times New Roman to reduce file size
• Display Payment Instructions — include payment details in every proposal PDF

When to Use This Feature

PDF quote generation suits every B2B store that sends formal proposals to customers. It is particularly valuable in industries where proposal documents circulate internally before a purchase decision — such as construction, manufacturing, healthcare, and public sector supply. In addition, branded PDF proposals work well for any business that wants to reinforce its professional image throughout the sales process.

Combine this with Send Quote Proposal and Email Notifications for a complete, professional proposal delivery workflow.

Summary

The PDF quote feature in Magento 2 gives your sales team a professional, branded proposal document that customers can share, print, and present internally. Because Cart2Quote generates the PDF automatically from quote data, there is no manual document creation involved. Configure the layout once and every proposal your team sends looks polished and complete.

Also read: Send Quote Proposal in Magento 2