Inside the quote editor, Pro+ can provide a Sales Agent selector and an Internal Notes field.

Internal notes are visible only to store staff and must not appear in customer emails.

Useful internal-note examples include:

• negotiation history,
• approval status,
• stock notes,
• promised callback date,
• margin guidance.

Print / Save PDF

The Pro+ Quote Document panel can open a clean print-ready quote. The browser print dialog can then save it as PDF.

Before sending a document, verify the customer name/company, products, quantities, quoted prices, validity date and company contact information.