Download a Quote or Invoice as a PDF

Instructions to Download as a Tradify User

Looking to save a PDF copy of your Quote or Invoice, 

1. Select the Quote or Invoice in Tradify.
2. Select either the Printer icon, or Select Options > Print Invoice PDF 
   
    
3. Select Download 
   
    
4. Your PDF should open in your default browser or app, at this point, you can choose to Download or Print  the PDF. 
   
    

Note: The PDF is named after the Quote or Invoice number (for example Quote-Q0001.pdf) when it opens in your browser's built-in PDF viewer. If you have a PDF browser extension installed, such as Adobe Acrobat for Chrome, the extension may open the PDF instead and give it its own generic file name (for example downloadestimate.pdf). To keep the Quote or Invoice number in the file name, either rename the file when you save it, or turn off the extension's option to open PDFs in the browser so your browser's own PDF viewer is used.

Instructions to Download as a Customer

After clicking a link to view their Quote/Invoice, Email or Text Message. 

Your customers can click the download button to download the document as a PDF themselves. 

If your customer has requested to get a PDF version of the document as an attachment in their email. You can set this up as their default here: Online Invoices & PDF Options