Generating and customizing your project PDF

Written By Kelson Reiss

Last updated About 2 months ago

Required role: Member · Tier: Pro (PDF Builder)

The Monterra PDF Builder turns a project design into a branded, customer-ready document.

Open the builder

From the project's design view, click Build PDF in the right drawer.

Choose which sections to include

Under Drag-and-drop pages in order, move cards between Included and Excluded and reorder within Included to set page order.

Sections you can include:

  • Cover for logos and contact info
  • Summary for key project stats
  • Pricing Table for the quote breakdown
  • Attachments for PDFs you upload alongside the project
  • Statement of work for scope, clarifications, and exclusions
  • Site Information for site survey answers
  • Custom text for free-form pages
  • Site Photos for photos captured during the site walk

Adjust branding

Open the top Templates card to set document-wide styling:

  • Pick an Accent Color for headings and table styling.
  • Pick a Font Family for body text.
  • Click Open to load a saved template, or Create to save the current setup as a new template.

Open the Cover accordion to set per-project branding:

  • Background image (required)
  • Proposal Title for the headline
  • Sender fields: Your Name, Company Name, Your Phone, Your Email, Your Logo
  • Customer fields: Client Name, Client Company, Client Phone, Client Email, Client Logo
  • Set proposal expiry date? to print an expiration date on the cover

Build and export

  1. Click Build document in the top toolbar.
  2. Download the rendered PDF from the preview.
  3. Click Save version to store the build on the project.

When the project has more than 20 photos, the dropdown next to Build document sets Export Quality: Original, High, Medium, Low, or Custom (specific resolution and quality).

Fix issues flagged before export

Build document stays disabled until the project is ready. Common blockers:

  • Statement of work has unfilled dynamic text. Open Statement of work and fill in any variable still showing ${name}.
  • A photo could not be loaded. A toast names the skipped count. Re-upload from Site Photos before building.
  • Dynamic text not refreshed. A modal asks you to confirm values are current. Review the statement of work, then click Build Document.

Tips

  • Save a branded template once and reuse it with Open on future projects.
  • Lowering Export Quality is the fastest fix for an oversized file before emailing it.