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# How to generate PDF quotes with items, validity period, and customer conversation history
- URL: https://blog.jestor.com/generate-pdf-quotes-items-validity/
- Published: 2026-07-12T00:42:50.000Z
- Updated: 2026-07-12T00:42:50.000Z
- Author: Bruno Bannach

A PDF quote generated by the system brings together products, quantities, prices, and an expiration date into a single document ready to send, without relying on a spreadsheet or loose WhatsApp messages. In Jestor, each quote still carries its own chat with the conversation history for that order.

## The problem with quotes that have no expiration date

Quotes scattered across email or WhatsApp, with no clear validity, cause problems when a customer comes back months later with an outdated price — and with no organized history, nobody's quite sure what was agreed on.

- **Items:** products or services, with quantity and unit price.
- **Total:** automatic sum of all items in the quote.
- **Validity:** the date until which the quote is valid.
- **Linked chat:** conversation history for that specific order.

| PDF element  | What appears                                       |
| ------------ | -------------------------------------------------- |
| **Items**    | Products or services, with quantity and unit price |
| **Total**    | Sum of all items in the quote                      |
| **Validity** | Date until which the quote is valid                |

## How to generate a PDF quote in Jestor

- **Open the quote generator:** through the internal cart or an order received by email.
- **Add the items:** product, service, or brand, with quantity and price for each.
- **Set the validity period:** at the moment you create the quote.
- **Generate the PDF:** with company data, itemized details, total, and validity.
- **Track it through the linked chat:** every conversation about that order stays in the same record.

**How to configure it in Jestor:** in the company settings, set the name, tax ID, and other details that automatically appear on every generated PDF.

## Why choose Jestor to generate quotes?

Unlike building a quote in a text editor or spreadsheet, in Jestor every generated PDF is already linked to a live record: the dashboard shows open orders, orders awaiting classification, profit for the period, and average ticket, all updated automatically as quotes progress.

## Frequently Asked Questions

**Does the PDF quote show my company's information?** Yes, you can configure the name, tax ID, and other details that appear on the generated PDF.

**Which quote is the conversation history linked to?** Each quote has its own chat, keeping the history organized by order.

**Do orders received by email enter the same flow?** Yes, they appear alongside the other quotes, ready to be finalized.

## Video Tutorial: Step by Step

Check out other practical tutorials on the Jestor YouTube channel.

## Get to know Jestor

With Jestor, every quote goes out as a professional PDF already connected to the customer's history — nothing gets lost between the proposal and the close.

Visit the official Jestor website and scale the efficiency of your operation.