> ## Documentation Index
> Fetch the complete documentation index at: https://docs.qwoty.io/llms.txt
> Use this file to discover all available pages before exploring further.

# PDF settings

> Customize PDF output for quotes, orders, and contracts

{/* AUDIT NOTE: No "PDF" item exists in the Settings → Workspace sidebar. Confirmed Workspace items are: General, Project/Quote, Project/Order, Tax, Currency, Payment Term, Payment Method, Business Unit, Form. The nav path "Settings → Workspace → PDF" described in this file is WRONG and could not be corrected — the correct location for PDF/document generation settings is unknown. All content is unverified. */}

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.

## 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

<Info>Each workspace has its own PDF configuration. This lets you create region-specific documents with different languages, currencies, or branding.</Info>

## How it works

<Steps>
  <Step title="Navigate to PDF settings">
    Click **Settings** in the left menu, then select **PDF** in the **Workspace** section.
  </Step>

  <Step title="Configure layout and branding">
    Upload your logo, set colors, and define header and footer content.
  </Step>

  <Step title="Preview and save">
    Use the preview pane to see your changes, then click **Save changes**.
  </Step>
</Steps>

<Warning>You must have the **Admin** role to modify PDF settings.</Warning>

## 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.

## Footer configuration

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`.

## 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

<Tip>Use your brand's primary color for consistency across quotes, presentations, and marketing materials.</Tip>

## 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

## Common questions

<AccordionGroup>
  <Accordion title="Can I use different PDF settings for different templates?">
    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.
  </Accordion>

  <Accordion title="How do I add dynamic content like customer name or quote total?">
    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.
  </Accordion>

  <Accordion title="What happens if I don't upload a logo?">
    PDFs generate without a logo. The header displays only your company information text.
  </Accordion>

  <Accordion title="Can customers see the PDF before signing in the Dealroom?">
    Yes. When you publish a quote to the Dealroom, customers can download the PDF version at any time before signing.
  </Accordion>
</AccordionGroup>

## Related resources

<CardGroup cols={2}>
  <Card title="Workspace settings" icon="building" href="/user-guide/settings/workspace/general">
    Configure workspace name, currency, and locale
  </Card>

  <Card title="Contract models" icon="file-contract" href="/user-guide/settings/workspace/pdf">
    Create contract templates with dynamic variables
  </Card>

  <Card title="Publishing quotes" icon="paper-plane" href="/user-guide/quotes/how-tos/publish-to-dealroom">
    Send quotes to the Dealroom for customer review
  </Card>

  <Card title="Dealroom overview" icon="handshake" href="/user-guide/dealroom/introduction">
    Learn how clients interact with published quotes
  </Card>
</CardGroup>