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Preview a Template with Real Data

Preview a Template with Real Data

Create Terms Rules

Create Terms Rules

Configure Template Sections & Fields

Configure Template Sections & Fields

Set or Change the Template Logo

Set or Change the Template Logo

Topics

articles configuration-manager configurator draft-watermark generator introduction logo-configuration paper-size pdf-generation permissions preview quick-action section-fields signature-block template-creation template-management template-preview terms terms-rules
generator paper-size

Set Paper Size for Your Quote

Optimize for print or regional standards with Letter, Legal, or A4

SilkQuote Team
Set Paper Size for Your Quote
Paper size and margins

Overview

Paper size affects margins and pagination in the PDF.

Steps

  1. Choose “Letter”, “Legal”, or “A4” in the modal.
  2. Preview or save.

Notes

  • Pick the format your customers expect.
Set Paper Size for Your Quote
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Preview a Quote without Saving

Generate a temporary PDF preview in a new tab before you save

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Apply a Draft Watermark

Mark quotes as draft during review and iteration

Set Paper Size for Your Quote

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Attach Terms & Conditions

Attach Terms & Conditions

Include a Signature Block

Include a Signature Block

Apply a Draft Watermark

Apply a Draft Watermark

Preview a Quote without Saving

Preview a Quote without Saving