# Print & PDF

Draft Order Magic includes a powerful PDF generation feature that creates professional, branded invoices directly from your draft orders. Perfect for sending quotes, providing customer records, and maintaining offline documentation.

### What is the PDF feature?

The PDF generation system creates downloadable, printable invoice documents from draft orders with:

* ✅ **Your branding** - Logo, colors, business information
* ✅ **Complete order details** - All line items, properties, pricing
* ✅ **Custom pricing** - Shows your negotiated prices
* ✅ **Line item properties** - Includes customization details
* ✅ **Professional formatting** - Clean, readable layout
* ✅ **Print-ready** - Optimized for printing or digital sharing

\[Screenshot: Sample PDF invoice]

### Why use PDF invoices?

#### Professional presentation

* Better than plain Shopify invoice emails
* Branded documents build trust
* Clean formatting is easy to read
* Professional appearance for B2B customers

#### Offline documentation

* Send via email attachment
* Print for physical records
* Include in shipments
* Archive for accounting

#### Custom pricing visibility

* Shows your negotiated prices clearly
* Properties display customization details
* Better than trying to print from browser
* Consistent format every time

#### Customer convenience

* Customers can save for their records
* Easy to forward to accounting department
* Print for approval workflows
* Include with POs and payments

### PDF components

A Draft Order Magic PDF invoice includes:

#### Header section

* Your business logo
* Business name and contact information
* Invoice title
* Draft order number
* Date

#### Customer information

* Customer name
* Shipping address
* Billing address (if different)

#### Line items table

* Product names and variants
* SKUs
* Quantities
* Unit prices (including custom pricing)
* Line totals
* Line item properties (if added)

#### Totals section

* Subtotal
* Shipping
* Taxes
* Total

#### Footer section

* Custom notes or terms (configurable)
* Page numbers (for multi-page invoices)

\[Screenshot: Annotated PDF showing all sections]

### How to use

#### Generate a PDF from the editor

1. Open a draft order in the Draft Order Magic editor
2. Click **Generate PDF** or **Download PDF** button
3. PDF generates and downloads automatically
4. Open the PDF to view or print

\[Video: Generating a PDF - 20 seconds]

#### Generate from Shopify admin

1. Go to the draft order in Shopify admin
2. Click **More actions**
3. Click **Print PDF**
4. The PDF generates and opens in a new tab or downloads

\[Screenshot: Shopify admin "More actions" menu with "Print PDF"]

{% hint style="info" %}
The "Print PDF" option in Shopify admin is an admin UI extension. It only appears if you have the PDF feature enabled in settings.
{% endhint %}

### Configuration

Before generating PDFs, configure your branding and settings:

1. Open Draft Order Magic
2. Click **Print Settings** in the navigation
3. Configure your PDF appearance
4. Save settings

[Learn how to configure PDF settings →](https://github.com/horselditty/draft-order-docs/blob/main/product/print/settings/README.md)

### PDF features

#### Custom pricing included

Your custom prices (set in Draft Order Magic) automatically appear in the PDF:

* No need to manually create a separate quote document
* Prices match exactly what customer will pay
* Professional presentation of negotiated rates

#### Line item properties visible

All properties you added show in the PDF:

* Engraving details
* Customization options
* Gift messages
* Special instructions

This ensures fulfillment team and customer both see customization details.

#### Multi-page support

For large orders:

* Automatically splits across multiple pages
* Page numbers on each page
* Header repeats on each page for clarity

#### Print optimization

PDFs are optimized for printing:

* Standard page sizes (Letter/A4)
* Proper margins
* High-quality output
* Black and white friendly (even with color logos)

### Use cases

#### Sending quotes

1. Create draft order with custom pricing
2. Generate PDF
3. Email PDF to customer for review
4. Customer approves
5. Convert draft to order

#### Customer records

1. Customer places order
2. Generate PDF invoice
3. Send with shipment
4. Customer has printed invoice for records

#### Approval workflows

1. Create draft order
2. Generate PDF
3. Send to manager for approval
4. Manager reviews offline
5. Approved orders processed

#### Trade shows and events

1. Create draft orders on-site
2. Generate PDFs immediately
3. Hand to customers as quotes
4. Follow up after event

#### Accounting and bookkeeping

1. Complete draft orders
2. Generate PDF invoices
3. File for accounting records
4. Match with payments

### PDF vs. Shopify invoice emails

| Feature              | Draft Order Magic PDF | Shopify Invoice Email   |
| -------------------- | --------------------- | ----------------------- |
| Custom pricing       | ✅ Yes                 | ❌ Shows catalog prices  |
| Line item properties | ✅ Yes                 | ✅ Yes (theme-dependent) |
| Custom branding      | ✅ Yes                 | ✅ Yes (theme-dependent) |
| Downloadable         | ✅ Yes                 | Depends on email client |
| Print-optimized      | ✅ Yes                 | ❌ Not optimized         |
| Professional format  | ✅ Yes                 | Varies by theme         |
| Works offline        | ✅ Yes                 | ❌ Requires email        |

{% hint style="success" %}
Use Draft Order Magic PDFs when you need custom pricing visible, professional formatting, or offline documents. Use Shopify invoice emails for quick digital-only quotes at standard pricing.
{% endhint %}

### Disabling the PDF feature

If you don't use PDFs:

1. Go to **Print Settings**
2. Toggle **Enable PDF generation** to OFF
3. Save

When disabled:

* "Print PDF" action hidden in Shopify admin
* PDF buttons removed from editor
* Print settings still saved for if you re-enable later

### Troubleshooting

#### PDF won't generate

* Check that PDF feature is enabled in Print Settings
* Verify draft order has at least one line item
* Try refreshing the page and generating again
* Check browser's download settings

#### PDF missing information

* Verify you configured business information in Print Settings
* Check that logo uploaded successfully
* Ensure draft order has customer assigned
* Confirm line items have prices

#### PDF formatting looks wrong

* Try different browser (some browsers render PDFs differently)
* Check logo image dimensions (should be reasonable size)
* Verify no extremely long product names or properties
* Download and open in PDF reader (Adobe, Preview) instead of browser

[More troubleshooting →](https://github.com/horselditty/draft-order-docs/blob/main/support/troubleshooting/pdf-generation-issues/README.md)

### What's next?

Set up your branding and business information Detailed guide to PDF generation Set prices that appear in PDFs Add details that show in PDFs


---

# Agent Instructions: Querying This Documentation

If you need additional information that is not directly available in this page, you can query the documentation dynamically by asking a question.

Perform an HTTP GET request on the current page URL with the `ask` query parameter:

```
GET https://responsive-media.gitbook.io/draft-order-magic/print-and-pdf/index.md?ask=<question>
```

The question should be specific, self-contained, and written in natural language.
The response will contain a direct answer to the question and relevant excerpts and sources from the documentation.

Use this mechanism when the answer is not explicitly present in the current page, you need clarification or additional context, or you want to retrieve related documentation sections.
