How to generate PDF quotes with items, validity period, and customer conversation history

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across email or WhatsApp, with no clear validity, cause problems when a customer comes back months later with an outdated price — and with no organized history, nobody's quite sure what was agreed on.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

Can two color conditionals be applied at the same time to a single indicator?

Yes. Jestor indicators accept two simultaneous color conditionals — one for the data and another for the background — letting you, for example, turn the number red when it's below a value and the background a different color when it's above another value, all on the same indicator.

How to make app icons in the side menu show up with no background color for a minimalist look?

In Jestor's side menu, you can turn off the colored background behind app icons, leaving only the icon visible — a more minimalist look for anyone who prefers a cleaner menu. Why does removing the icon background change the menu experience? By default, every app icon in the side

Can a blurred background be used in a form to keep a background image readable?

Yes. Among Jestor's form style options is a blur option for the background: when there's an image behind the form, the blur softens that image to improve the readability of the content, while keeping the image visible behind it. Why does a background image without blur

How to group apps by department inside a custom app navigation?

In Jestor's custom navigation tool, you can create sections — like finance, HR, or specific teams — and group the apps related to that department inside each one, building a kind of personalized home right inside the app itself. Why does grouping by department help larger teams find their way