In Allfred, a PDF Budget is essentially a Quote - a structured financial document generated from a Budget or Proposal and sent to the client for approval. Each quote features a cover page with a unique ID and includes all key financial details required for approval.
The cover page provides an overview of the project name and total value, while the following pages break down specific details. Clients can approve, reject, or download the quote directly from Allfred.
How to download a PDF budget?
1️⃣ Navigate to the Quotes section → Budgets or Project detail → Budgets
2️⃣ Hover over a budget and click +Quote. If a Quote (PDF) already exists, simply click on the generated Quote ID.
3️⃣ A new tab will open, displaying the Quote Preview (left side) and Quote Settings (right side).
4️⃣ Configure the settings (see detailed options below).
5️⃣ Click Preview to update the quote view and ensure it matches your requirements.
6️⃣ Click Download to export the quote as a PDF.
7️⃣ Click Save to store the quote.
(Optional)
8️⃣ Select "Save settings for workspace" to apply these settings to all future quotes.
9️⃣ Click Send to send the quote directly to the client.
Once saved, the quote receives an automatically generated Quote Number, which can be referenced in purchase orders. This quote number is also displayed in the budget details for quick access.
Quote Settings
General Settings:
Creation Date
Validity Period ("Valid for")
Language
Show Disclaimer & Edit It (use
</br>for bullet points and add links if needed)Display Total Amount with or without VAT
Settings for Work Pricing:
Show positions in Columns, Rows, or Hide them
Choose Summary or Detailed budget item view
Show item Descriptions
Display VAT
Display Tracked Hours
Show Discounts
Settings for External Costs:
Show Commission
Display Quantity
Show Discounts
Include Item Descriptions
Display VAT
Final Settings:
Select Agency Legal Entity (Admins can modify these details in Workspace Settings → Companies)
Choose Client’s Billing Entity
Select Agency Bank Account
Unsupported setting combinations:
⚠️ The following settings cannot be used together due to formatting limitations:
Position in Rows + Show Item Descriptions
Position in Rows + Summary View
Position in Columns + Show Item Descriptions
Customizing quote colors
You can customize:
🎨 The color of the stripe on the cover page
🎨 The color of section headers (main rows)
If you’d like to adjust these colors, please contact [email protected] for customization.