What's on the Quote PDF

What prints on a Quote PDF — invoice-style pricing, a full page per drawing and your Terms — plus when MonuDesk files one on the order and when it stops showing in the customer portal.

Written By Dennis Rodin

Last updated 7 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. When you generate it, a Notify the customer checkbox in the generate popup (or a timed prompt in the bottom-left corner when no popup appears) lets you email the client a link to view the document.

Regenerating replaces the old quote. An order has one current quote. Generate it again after a price change and the previous copy is removed from the order's Files section rather than sitting beside it, and the replacement is labelled with its version: the second copy's name starts with V2, the third with V3. The first generation is unmarked. This is what stops a customer opening a superseded quote in the Customer Portal. Invoices and contracts behave the same way; receipts and purchase orders still stack.

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 Customer Initials line and no signature block. The Contract now ends with a two-party block headed ACCEPTED AND AGREED, a ruled Purchaser Signature row and a ruled <Your company> - Authorized Signature row, each with its own dated rule. The Quote does not get that block. On the built-in default terms it still finishes with the plain old Signature: ______ line, which is not a place for two parties to sign. That is the real difference: the Contract is meant to be signed by both sides, the Quote is 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, the quote prints its per-face breakdown instead, for example F: Polished | B: Steeled | E: Rock.

The Terms page

The last page is your Terms and Conditions, the same terms layout used on the Contract, but without the Contract's two-party ACCEPTED AND AGREED block. On MonuDesk's built-in default terms the page still ends with a single Signature: ______ line. 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. Custom text prints exactly as you wrote it, so on the Quote whether a signature line appears at all is down to your own wording.

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.

The Quote also carries your logo, if you have uploaded one. Upload a company-wide logo in Settings → Company Profile, or give a single office its own in Settings → Office Locations, on that location's Logo field. An office's own logo wins over the company logo, and an office with no logo of its own falls back to the company logo. The same field sets where the logo prints, Left, Center or Right, with a mock document preview showing where it will land. Left placement shifts the document title across to the right. To swap the image, click the logo thumbnail itself; Delete clears it. The logo prints on every document MonuDesk generates: the Invoice, Contract, Receipt, Shop Ticket, Purchase Order and Foundation Order as well as the Quote. With no logo anywhere, your documents print exactly as they did before.

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