Documents: Quote, Contract, Full Report
Which document to send, how to generate it, and why a contract can be blocked.
Step by step
The document buttons
Generate Quote PDF, Generate Contract and Generate Full Report live here, under 💾 Save Quote. Generate Recheck sits next to them and turns on once the contract is signed (see chapter 19).
Quote PDF — to sell
The full quote with every line's specs. Send it while the customer is deciding.
Entry doors on PDFs
Doors entered with + Add Door print as ENTRY DOOR line items after windows and patio doors on the Quote and Contract. They are not repeated under Custom extras.
Contract — to close
The HTR supply & install contract with 2026-10 terms, the HTR Limited Warranty and a Head Office cancellation notice. Coverage starts only after the contract is paid in full. It is the only document the customer signs. The Recheck / Measure Form is no longer inside the contract — generate it from the customer card after signing.
Company registration on documents
HTR Solutions documents always show its WorkSafeBC account in the company details, even for jobs outside BC. A separate job-site WCB account also prints when one is on file. HTR Windows and Doors shows only the job-site province's account.
Full Report — internal
A detailed breakdown with the math. It is for you and the office, not for the customer.
PDF privacy
Tick Hide measurements (W×H) or Hide individual line prices before generating. Totals are always shown.
Where documents go
Generating saves the quote first and checks the PDF matches it. Download the file and send it from your email.
Why a contract can be blocked
Missing customer fields, a discount over policy, a line over size limits, a non-main alternative, or a missing Head Office street address. The message names the fix.