Before you begin
Who this is for: Quoting users preparing customer documents.
A saved revision with the correct company and preparer profiles.
1. Check the identity snapshot
Confirm the company name, address and contact details in Company & user profiles, plus your name. Existing saved revisions retain their original profile snapshot; save a new revision to capture changed profile details.
2. Preview the saved quotation
Select Preview customer quotation. Check the customer, reference, revision, material, thickness and nested quantities. Confirm the final batch price and currency against your reviewed estimate.
3. Check the commercial terms
Review quote validity, lead time, payment terms and exclusions. Taxes are excluded from the current quotation total. Avoid promising terms that your company has not agreed to.
4. Download or print
Select Download one-page PDF for the generated document. Customer print / PDF opens your browser’s print route. Review the downloaded file before sharing it; generating a PDF does not issue the quote or send email.
5. Use an approval link for a recorded decision
A PDF by itself does not provide an online response form. Issue the quote and create a private approval link when you want the customer to accept, decline or request changes in Ovrendi.
Check your result
Open the downloaded file and verify it contains the intended saved revision, correct quantities and customer price, without internal rates or margin.