What's on the Quote PDF

An Invoice-style price quote plus your Terms page — no salesperson and no signature line.

Written By Dennis Rodin

Last updated 17 days ago

The Quote PDF is a clean, customer-ready price quote you can generate from any order. Find it on the order's Document Generation menu, by clicking Generate Quote.

Note: Because it carries pricing, the Generate Quote button only appears for users who can see prices and create financial documents. If you don't see it, ask an admin to check your role.

How the Quote is built

The Quote uses the same render as your Invoice, titled Quote instead of Invoice, and then adds a Terms page at the end. So you get the full line-item pricing of an invoice plus your standard terms and conditions, all in one document.

Two small things set the Quote apart from the Invoice and the Contract:

  • It hides the salesperson: there is no Served By line.

  • It has no signature or Customer Initials line. That's what distinguishes a Quote from a Contract: the Contract is meant to be signed, the Quote is just for review.

Line items and totals

The item table lists everything on the order. For monument lines you'll see Item, Material / Color, Size, Finish, Qty., and Amount. Service lines show a Description in place of the material and finish columns. An optional Litho column appears only when there's lithochrome work to show, and is dropped when it's empty.

Totals run in this order: subtotal, then sales tax (labeled with the rate, e.g. Sales Tax (5%)), then the total, then any deposit and balance.

Anywhere a value is missing, the Quote prints Not specified rather than leaving a blank.

The Additional Details box

Below the items, an Additional Details box (also called the Order Details box) collects the inscription and finish information for the monument.

  • Each decedent appears under a Decedent header (or Decedent 1, Decedent 2… when there are several), with a Lettering sub-header.

  • Fields shown are Given Names, Surname (with (both sides) appended when the surname carries to both sides), Dates (as birth – death), Additional Text, and Facing.

  • With two or more decedents, these lay out in two columns to save space.

  • Per-stone finishes are listed here too, for example a P5 Polish finish on Stone A. When a finish isn't a recognizable short code, it's labeled Custom Finish.

The Terms page

The last page is your Terms and Conditions, the same terms layout used on the Contract, but without the signature block. It's headed by your company name and TERMS AND CONDITIONS, with the banner *** PRICE DOES NOT INCLUDE ADDITIONAL LETTERING AT A LATER DATE ***.

If you've saved custom contract text in Settings → Documents, that text is used here; otherwise the built-in default terms are shown.

Every page of the Quote ends with your company name in bold above Powered by MonuDesk, centered at the bottom, with the page number in the bottom-right corner (for example 1/2, 2/2). This branding and pagination is shared across all of MonuDesk's generated documents.

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