Need a way for Customers to Create their own Quote PDF

Topic summary

Goal: let customers generate a downloadable PDF quote from their cart for managerial approval. The poster can create draft orders from the backend but wants a customer self-service flow.

Suggested approaches:

  • Use the browser’s print-to-PDF or add a JavaScript “Print” button with dedicated print styles/a print-friendly cart layout.
  • Customize the theme to integrate a frontend PDF generation library.
  • Install a dedicated quoting app.
  • Automate with the Mechanic app: tasks exist to create a draft order from the cart and to handle PDFs (links provided).

Process/next steps: share store URL, theme, and other context if seeking implementation help; consider hiring customization services if needed.

Status: no specific out-of-the-box extension confirmed; practical options and automation paths suggested. Discussion remains open without a final resolution.

Summarized with AI on December 22. AI used: gpt-5.

I have many corporate and government customers that need a physical hard copy of a quote that they need to print off and show to their upper management to get approved before purchasing.

I’ve found a way to do this from creating draft orders from the backend. However..

What I really want is a way for customers to do this themselves. I’m thinking a way for customers to add items to a cart which then gives them ability convert that to a downloadable PDF quote would be the best method.

Is there anything like this that exists?

This is not extensions related,

Either direct them to use most any browser built in print functionality or a javascript button to open the print dialog in tandem with a print styles or or separate cart design for that mode,

Or customize theme to use a frontend pdf generation library,

Or find a suitable quote app.

For generation pdfs from carts,drafters etc there’s mechanic app

https://tasks.mechanic.dev/create-a-draft-order-from-the-cart

https://tasks.mechanic.dev/?q=pdf

If you need this automation, or customization built then contact me by my email for services.
Contact info in forum signature.
ALWAYS please provide context, examples: store url, theme name, post url(s) , or any further detail in ALL correspondence.