Overview:
This article explains how to print or save a quote as a PDF in Xvantage™.
Process:
Log into Xvantage.
From the left navigation menu, select My Business > Quotes.
Locate the quote you want to print by using the search bar or available filters.
Open the quote by selecting the hyperlinked quote name/ID.
Click the ellipsis (⋮) menu on the right side of the quote and select Print.
Choose your preferred output option:
Save as PDF, or
Send to a printer
Configure the print settings as needed, such as:
Page range
Number of copies
Layout or orientation
Color options
Click Print to complete the process.