You can generate and print PDF quotes directly from the IdeaRoom Designer.
Depending on your site’s setup, you can enable printing directly from the menu bar or on each individual Call To Action Form: Email Link, Submit for Quote, and Checkout.
✅ Enabling PDF Printing
PDF printing must be enabled on your site. To set this up, contact IdeaRoom Support using the Intercom widget in the lower-right corner of SalesView.
Option 1: Enable for the Site
Go to Sites > Site Data.
Open the UI Customization tab.
Set the Show Print Button When column to enable PDF printing to either Logged In with Sales Tools or Always.
Option 2: Enable via Call-to-Action Forms
PDF printing can be enabled for each call-to-action form (Email Link, Submit for Quote, and Checkout).
When enabled, the Print PDF button will display after the form is submitted.
Go to Product Catalogs > Product Data.
Open the Submit Dialog tab.
Enable the Print Details checkbox for the Call to Action forms where print is desired.
👤 Printing a Quote with Customer Information
From a Call-to-Action Button
Click the desired call-to-action button (Save/Email, Quote, or Checkout).
Fill out the form with customer information.
Click Print PDF.
From the Menu Bar
Click the desired call-to-action button.
Fill in all customer information.
Save or Submit the form.
This will send an email and create a lead in SalesView.
Click PDF Order from the menu bar.
📝 Printing a Blank Quote
To print a blank version of the quote:
Click PDF order from the menu bar.
⚠️ Note: This may or may not create a lead in SalesView, depending on your implementation settings.
💬 Need Help?
If you’d like to change how PDF printing is enabled or configured, contact our Support team using the Intercom widget at the bottom-right corner of your screen.