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Documentation Index

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PDF settings control how Qwoty generates documents for your quotes, orders, and contracts. You configure these settings at the workspace level to match your brand identity and regional requirements.

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What you can configure

PDF settings cover three main areas:
  • Header and footer: Add your logo, company information, and page numbers
  • Styling: Define colors, fonts, and spacing to match your brand guidelines
  • Content layout: Choose which sections and fields appear in generated PDFs
Each workspace has its own PDF configuration. This lets you create region-specific documents with different languages, currencies, or branding.

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How it works

1

Navigate to PDF settings

Click Settings in the left menu, then select PDF in the Workspace section.
2

Configure layout and branding

Upload your logo, set colors, and define header and footer content.
3

Preview and save

Use the preview pane to see your changes, then click Save changes.
You must have the Admin role to modify PDF settings.

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Header configuration

The header appears at the top of every page in your PDF documents. Logo: Upload an image file (PNG, JPG, or SVG) with a recommended width of 200–400 pixels. The logo appears in the top-left corner by default. Company information: Add your company name, address, tax ID, and contact details. These fields support line breaks and appear in the top-right section. The footer appears at the bottom of every page. Legal text: Add terms, conditions, or disclaimers that apply to all documents. This text appears on every page. Page numbers: Enable automatic page numbering in the format Page 1 of 5.

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Styling options

Customize the visual appearance of your PDFs:
  • Primary color: Used for headings, table headers, and accent elements
  • Secondary color: Applied to borders and subtle backgrounds
  • Font family: Choose from system-safe fonts or upload custom web fonts
Use your brand’s primary color for consistency across quotes, presentations, and marketing materials.

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Content sections

Control which sections appear in generated PDFs:
  • Quote summary: Overview table with total, discounts, and payment terms
  • Line items: Detailed product list with descriptions, quantities, and prices
  • Bundle details: Expanded view of products included in bundles
  • Signatures: Signature blocks for internal approval or customer acceptance
  • Attachments: Links or embedded files added to the quote

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Common questions

No, PDF settings apply workspace-wide. All quotes, orders, and contracts in the same workspace use the same PDF configuration. If you need different branding, create separate workspaces.
PDF generation automatically includes data from the quote, customer, and contract records. You don’t need to configure variables—Qwoty populates them based on the document type.
Yes. When you publish a quote to the Dealroom, customers can download the PDF version at any time before signing.

Workspace settings

Configure workspace name, currency, and locale

Contract models

Create contract templates with dynamic variables

Publishing quotes

Send quotes to the Dealroom for customer review

Dealroom overview

Learn how clients interact with published quotes