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How do I print a quotation report?

Here's how to generate a printable version of your quotation for internal or customer use.

Printing a quotation report in DigitBridge allows you to share a finalized version of the quote with customers or internal stakeholders. This is especially useful when you need a PDF version of the quote for email communication or recordkeeping.

Open the quotation

  • In the ERP module, go to Sales > Quotation Management.

  • Use the search tools or filters to locate the quotation you want to print.

  • Click to open the desired quotation.

Print the report

  • Click the Reports > Print Report.

  • If you have bundle SKUs and wish the report to show all components, toggle Print Bundle Parts "on." Click Download.

  • The system will generate a formatted PDF version of the quotation.

Save or download the file

  • You can print directly or download the PDF for your records or to share externally

  • If your browser blocks pop-ups, make sure to allow them so the PDF can be generated

To email this report, check out the useful guides in this article: How do I use the email function in DigitBridge?

Tip: Use the printed version to double-check formatting and customer-facing information before sending.