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Export formal RFQ to PDF

Export formal RFQ to PDF

Produce a shareable PDF of a formal RFQ draft, in one of three templates.

Reviewed OperatorVertiqa 1.54+

When a formal RFQ draft reads correctly, export it as a PDF to attach to an email or hand to the customer.

How to export

  1. Open the formal RFQ draft from its inbound inquiry.
  2. Pick a PDF template — Professional, Modern, or Compact.
  3. Export. Vertiqa renders the document in your browser and opens your print dialog, where you save it as a PDF or send it to a printer.

Because the render happens in the browser rather than on the server, the exact save step is your browser's — choose "Save as PDF" as the destination.

What the PDF contains

  • The RFQ title.
  • Each applicable section, numbered, with its body text and bullets.
  • A TBD list under any section that still has open items.
  • A Missing Information block at the end, listing the questions the draft hasn't answered.

Sections marked not applicable are left out entirely.

Before you send it

Read the TBD and Missing Information blocks first. They are visible in the exported document, which is usually what you want — it tells the customer exactly what you need from them — but it's a poor surprise if you meant the document to look finished. Clear them, or send it knowing they're there.

Re-exporting

You can re-export at any time. The PDF reflects the draft at the moment of export, so if you edit the RFQ afterwards, anything already shared is stale — re-send it or note it as revised.