The Custom Filename feature allows control over the PDF Filename for the Quote PDF and Accepted Quote PDF. The default filenames can be established by navigating to Settings > General Settings > Default PDF Settings to update the filename(s) accordingly:
The default PDF filename and accepted filename are prepended with the Quote > Header > Quote and Acceptance > Acceptance Form > Accepted Quote localizations, respectively.
The below list outlines the supported Mail Merge Fields that can be used to automatically populate the filename with the respective Quote data:
##BusinessName##
##BusinessAddress##
##BusinessCity##
##BusinessPostalCode##
##BusinessPhone##
##BusinessFax##
##CustomerOrganization##
##CustomerTitle##
##CustomerFirstName##
##CustomerLastName##
##CustomerStreetAddress##
##CustomerStreetAddress2##
##CustomerCity##
##CustomerPostalCode##
##CustomerCountry##
##CustomerWorkPhone##
##CustomerRegionShortName##
##CustomerRegionLongName##
##CustomerShippingOrganization##
##CustomerShippingLabel##
##CustomerShippingFirstName##
##CustomerShippingLastName##
##CustomerShippingStreetAddress##
##CustomerShippingStreetAddress2##
##CustomerShippingCity##
##CustomerShippingPostalCode##
##CustomerShippingCountry##
##CustomerShippingPhone##
##CustomerShippingRegionShortName##
##CustomerShippingRegionLongName##
##QuoteFormName##
##QuoteNumber##
##QuoteCreatedDate##
##QuoteCreatedDateTime##
##RecurrenceInterval##
##GracePeriod##
##UserFirstName##
##UserLastName##
The below list outlines the Mail Merge Fields NOT supported:
##BusinessWebsite##
##BusinessEmail##
##BusinessLogo##
##CustomerEmail##
##CustomerShippingEmail##
##QuoteTotal##
##RawQuoteTotal##
##QuoteUpfrontTotal##
##RawQuoteUpfrontTotal##
##QuoteRecurringTotal##
##RawQuoteRecurringTotal##
##UpfrontPayments##
##PaymentDate##
##QuoteLink##
##DownloadUrl##
##Signature##
##QuoteWebViewURL##
##QuoteExpiryDate#
##UserEmail##
##QuotePDFURL##
Using any of the above supported Mail Merge Fields will allow you to customize the filenames based on your desired naming convention. For example, ##QuoteName## ##QuoteNumber## ##CustomerOrganization## shown added to the FILENAME and ACCEPTED FILENAME:
Should the naming convention change on a Template-by-Template basis, you can override the above defaults by editing the Template PDF Settings:
Choosing to USE CUSTOM PDF FILENAME or USE CUSTOM ACCEPTED PDF FILENAME will override the default when downloading the Quote PDF or Accepted Quote PDF for the modified Template:
Please refer to the above list of supported Mail Merge Fields that can be used when entering these custom filenames.