📑 The PDF and its versions
In 30 seconds
- The PDF is generated in the quote's Documents tab, with Generate PDF.
- Each PDF is a version (v1, v2, v3…) that stores a copy of the quote as it was.
- Generating a PDF doesn't change the state: marking it as Sent is your decision.
- The PDF is shaped like an invoice, even though it isn't an invoice.
The Documents tab
At the top you have a preview of what would be printed, with the weight, the cost and the margin so you can check it yourself (those internal figures don't appear on the PDF), and the Generate PDF button. Below it is the Quote versions list.
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Every Generate PDF creates a numbered version with its PDF and a copy of the quote at that moment: customer, lines, prices, shipping, tax, your tax details and validity. So you have the history of everything you've sent them.
| Bear in mind | |
|---|---|
| It's made from the saved quote | If it's new or there are unsaved changes, the button is disabled and asks you to save first. |
| No lines, no PDF | Add some first. |
| It doesn't change the state | Moving it to Sent is your decision. BolloPrint doesn't record which version you sent them either. |
| Language | That of whoever generates it. |
The version list
Each row shows the version number, the date, that version's total and who generated it. The one the customer accepted carries the Accepted tag.
| Action | What it does |
|---|---|
| View (the eye) | Opens the PDF in a new tab. |
| Download (the arrow) | Saves it on your computer with its file name. |
| Regenerate PDF | Appears instead of View if the PDF was never created (for example, the connection dropped). It creates it again from the saved copy, with the same data as back then (in your language, and without any line photos deleted since). If it can't, you'll see No PDF. |
| Restore (⋮ menu) | After confirming, it loads that version into the editor and takes you to General: lines, price, shipping, tax, title and validity. It doesn't touch the customer, the state or the other dates. It doesn't save anything: review it and click Save. Line attachments that no longer exist don't come back. It needs there to be no unsaved changes. |
| Delete (⋮ menu) | After confirming, deletes the version and its PDF. The Accepted version can't be deleted. |
What the PDF contains
It's shaped like an invoice, the format any customer recognises, even though it isn't one.
| Part | Content |
|---|---|
| Header | On the left, your logo and your workshop name in black; on the right, QUOTE. Below, three columns: Quote number (2026-00001-V1: reference and version), creation Date and Valid until. The title goes on the next line. |
| Issuer | Your details from Tax information, each one if filled in: legal name, tax ID, EU VAT number, address, email, phone and website. It only appears if there's a legal name (or name) or a tax ID. |
| Customer | From their record. Company: legal name and tax ID. Individual: name and identity document (see Customers). The country only appears if it's different from yours. |
| Lines | Table with #, Description, Quantity, Price and Total. Per row: thumbnail, the product in bold and below it its variant (or its pieces if it has none); blank if it would repeat what's above. The thumbnail is the piece's or, if it has none, the product's. Prices excluding tax. If there's a discount, it goes as one more row, without a thumbnail: Discount: reason, quantity 1 and the amount as a negative, just like on the invoice. |
| Totals | Subtotal (with the discount already taken off), shipping (if any), net amount, tax with its percentage (VAT 20%) and the Total in an orange bar. Without tax, they end with Quote total, with no net amount. |
| Notes | Your footer legal text, if you have one, below the totals and without a heading: it's your text, not a section of ours. |
| Footer | Your payment instructions as written (IBAN, bank transfer, PayPal…), your EU VAT number if you have one and always "This document is a quote and is not valid as an invoice". |
No issuer, no payment details
If the PDF has no Issuer block, the payment instructions and your legal text aren't printed either: they'd be details of someone who doesn't appear on the document. The sentence "not valid as an invoice" is always printed: it says what the document is, and that's why filling in your tax details is optional.
Other details:
- Colours: BolloPrint's, not your brand's. The document is already yours through the logo and the name, and a light colour couldn't carry the white text of the total bar.
- File name: title and reference with version, for example
Scenery_2026-00001-V1.pdf. - Several pages: each one carries its number and nothing is left cut in half.
- Currency: see Documents in another currency.
Versions from before the year
Quotes from before the number carried the year are printed with their number from back then ("Quote 12 · v2").