Quote PDF look

Bulido generates the PDF for every sent quote from a template you can tailor to your company: pick a visual variant, and fill in your own intro, terms, and footer text.

You'll find the settings under Settings → Templates, on the Offer tab.

Three visual variants

In the Visual variant field you pick the PDF style:

Classic: traditional layout, clean and formal. Works well for corporate clients and more formal contexts.
Bulido: the default Bulido style, subtly modern.
Modern: a more "editorial" / magazine layout, with large headers and bold typography.

Each variant has a Preview button. It opens a PDF preview with sample data so you can see the effect before you pick. The "Active" badge marks the variant currently in use.

Three text fields

Below the variant picker are three editable fields:

Intro text (up to 1000 characters). Appears at the start of the quote, just under the header and basic details. Typically something like "Thanks for the chance to quote this work. Below is the proposed scope of work, with pricing and key organisational notes."
Terms / final notes (up to 2000 characters). Appears near the end of the quote. This is where you put project terms: "The work timeline will be confirmed after acceptance and scheduling...", warranties, payment terms — anything worth handing to the client.
Footer text (up to 500 characters). The closing footer. A short sign-off, a thank you, or your company tagline.

All three are optional. Bulido has sensible defaults you'll see in the preview.

Within the text you can use variables in the format {{Variable name}}, which Bulido fills in when the PDF is generated (e.g. {{Client name}}, {{Quote number}}, {{Quote date}}). In the editor, click Insert data and pick from the list. The variable mechanism mirrors the email — see Customise the subject and body of the quote email.

Saving and effect on quotes

You save changes with Save changes. They affect newly generated PDFs. Quotes you've already sent keep the version they were generated with (snapshot).

What's next

Three visual variants

In the Visual variant field you pick the PDF style:

Classic: traditional layout, clean and formal. Works well for corporate clients and more formal contexts.

Bulido: the default Bulido style, subtly modern.

Modern: a more "editorial" / magazine layout, with large headers and bold typography.

Each variant has a Preview button. It opens a PDF preview with sample data so you can see the effect before you pick. The "Active" badge marks the variant currently in use.

Three text fields

Below the variant picker are three editable fields:

Intro text (up to 1000 characters). Appears at the start of the quote, just under the header and basic details. Typically something like "Thanks for the chance to quote this work. Below is the proposed scope of work, with pricing and key organisational notes."

Terms / final notes (up to 2000 characters). Appears near the end of the quote. This is where you put project terms: "The work timeline will be confirmed after acceptance and scheduling...", warranties, payment terms — anything worth handing to the client.

Footer text (up to 500 characters). The closing footer. A short sign-off, a thank you, or your company tagline.

All three are optional. Bulido has sensible defaults you'll see in the preview.

Variables in the texts