PDF and Excel proposals
A proposal under your own brand
The PDF carries your logo, company details, the items, the DXF drawing with dimensions and the price breakdown. The Excel file is ready for your ERP.
#128
Proposal
Price breakdown
Total$1,840.00
Three outputs, one quote
- 01
PDF
In History, PDF opens the finished sheet. Use Save as PDF to download it.
- 02
List in Excel
Export takes the filtered History list, with totals.
- 03
Quote in Excel
In each quote, Excel gives you item by item, ready to import as an order.
What goes on the sheet
Your logo and details
The proposal goes out with your identity, not ours.
Drawing with dimensions
The DXF appears on the sheet, with the part dimensions.
Price breakdown
The customer understands where the number comes from.
Frequently asked questions
Does the drawing appear on every quote?+
On quotes saved from 16 September 2026 onwards.
Can I take the quote into my ERP?+
Yes: through each quote’s Excel file or, with Omie, straight through the integration.