Skip to main content

How can I configure the PDF file of a Quote that will be sent to the customer?

Updated over 3 months ago

During Quote creation, the Requester selects a Theme. After the Quote's approval, a PDF file will be generated based on this Theme.



Themes are configured in Xero and picked up by ApprovalMax.


If you want to change a Theme in Xero, go to Organisation settings > Invoice settings.

You can also upload your own DOCX template.



For more details, please refer to Xero's Create an invoice template.




Did this answer your question?