Gearflow for dealers · Parts

Quote and order PDFs

Each quote you send goes out with a quote PDF. When the customer approves, you can download an order confirmation PDF. Both carry your business unit's name and logo, the lead time of each line, and where each line ships from.

Who sees it: dealer and broker accounts. The Order PDF button shows to people who can source parts, once the customer has accepted the quote.

#Where to get them

Quote PDF: Gearflow attaches it to the quote message. On the review step of a quote, it shows under Attached ("The quote goes out with this PDF."), with a download button.
Order confirmation: on the request, click Order PDF on the Customer card.

Both are downloads; print them from your PDF viewer.

#What they carry

Title: "Quote number" (or "Quote" with no number), or "Order confirmation · PO number".
Your brand: the name and logo of the business unit that sells, else your account's. Set your account's logo in Settings → Account → Logo.
Prepared for: the customer.
Lines: part number, quantity, unit price and total. Two more columns print only when a line has a value for them:
- Lead time: "In stock", "N days", "Available date" or "Not in stock".
- Ships from: the location each line ships from. The column is also left out when every line ships from the store named under your company.
Totals: subtotal, shipping, tax and total.
Footer: "Note from your company" with your note, and "Quoted by your company · rep" (on an order: "Questions:").