{"id":150237,"date":"2026-09-29T10:55:54","date_gmt":"2026-09-29T10:55:54","guid":{"rendered":"https:\/\/docs.daftra.com\/tutorial\/%d8%a2%d9%84%d9%8a%d8%a9-%d8%a7%d8%b6%d8%a7%d9%81%d8%a9-%d8%b1%d9%85%d8%b2-qr-%d9%84%d9%85%d9%88%d9%82%d8%b9-%d8%b4%d8%b1%d9%83%d8%aa%d9%83-%d9%81%d9%8a-%d9%82%d8%a7%d9%84%d8%a8-%d8%b9%d8%b1%d8%b6\/"},"modified":"2026-10-12T08:52:02","modified_gmt":"2026-10-12T08:52:02","slug":"how-to-add-a-qr-code-for-your-companys-website-to-the-estimate-template","status":"publish","type":"tutorial","link":"https:\/\/docs.daftra.com\/en\/tutorial\/how-to-add-a-qr-code-for-your-companys-website-to-the-estimate-template\/","title":{"rendered":"How to Add a QR Code for Your Company&#8217;s Website to the Estimate Template"},"content":{"rendered":"<div dir=\"ltr\" lang=\"en\">\n<p style=\"margin: 0 0 14px; line-height: 1.9; font-size: 16px; color: #1f2430;\">You can add a QR code to the estimate that opens your company&#8217;s website when scanned with a mobile camera. This is done by adding the code&#8217;s image inside the estimate layout, so it appears automatically in every estimate hen viewing, printing, and in the PDF file.<\/p>\n<h2 style=\"font-size: 22px; font-weight: bold; color: #111827; margin: 32px 0 14px; padding-bottom: 8px; border-bottom: 2px solid #eef0f3;\">What Is Available and What Is Not<\/h2>\n<table style=\"width: 100%; border-collapse: collapse; margin: 0 0 18px;\">\n<tbody>\n<tr>\n<th style=\"border: 1px solid #e5e7eb; padding: 10px 12px; text-align: left; background: #f6f8fb; font-weight: bold;\">Option<\/th>\n<th style=\"border: 1px solid #e5e7eb; padding: 10px 12px; text-align: left; background: #f6f8fb; font-weight: bold;\">Available?<\/th>\n<th style=\"border: 1px solid #e5e7eb; padding: 10px 12px; text-align: left; background: #f6f8fb; font-weight: bold;\">Details<\/th>\n<\/tr>\n<tr>\n<td style=\"border: 1px solid #e5e7eb; padding: 10px 12px; text-align: left; vertical-align: top;\">Estimate barcode {%invoice_barcode%}<\/td>\n<td style=\"border: 1px solid #e5e7eb; padding: 10px 12px; text-align: left; vertical-align: top;\">Available<\/td>\n<td style=\"border: 1px solid #e5e7eb; padding: 10px 12px; text-align: left; vertical-align: top;\">A linear barcode with an internal number specific to the transaction, and it cannot be linked to a website.<\/td>\n<\/tr>\n<tr>\n<td style=\"border: 1px solid #e5e7eb; padding: 10px 12px; text-align: left; vertical-align: top;\">An automatic QR code from the system on the estimate<\/td>\n<td style=\"border: 1px solid #e5e7eb; padding: 10px 12px; text-align: left; vertical-align: top;\">Not available<\/td>\n<td style=\"border: 1px solid #e5e7eb; padding: 10px 12px; text-align: left; vertical-align: top;\">The automatic QR code appears in invoices and notes only, and carries the transaction link or the e-invoice data, and it doesn&#8217;t appear in estimates.<\/td>\n<\/tr>\n<tr>\n<td style=\"border: 1px solid #e5e7eb; padding: 10px 12px; text-align: left; vertical-align: top;\">A QR code that opens the company&#8217;s website<\/td>\n<td style=\"border: 1px solid #e5e7eb; padding: 10px 12px; text-align: left; vertical-align: top;\">Available by adding an image<\/td>\n<td style=\"border: 1px solid #e5e7eb; padding: 10px 12px; text-align: left; vertical-align: top;\">You create the code&#8217;s image with any external QR generator and then upload it inside the layout.<\/td>\n<\/tr>\n<tr>\n<td style=\"border: 1px solid #e5e7eb; padding: 10px 12px; text-align: left; vertical-align: top;\">A text link to the company&#8217;s website<\/td>\n<td style=\"border: 1px solid #e5e7eb; padding: 10px 12px; text-align: left; vertical-align: top;\">Available<\/td>\n<td style=\"border: 1px solid #e5e7eb; padding: 10px 12px; text-align: left; vertical-align: top;\">Written manually in the footer or the business data inside the layout.<\/td>\n<\/tr>\n<tr>\n<td style=\"border: 1px solid #e5e7eb; padding: 10px 12px; text-align: left; vertical-align: top;\">A ready-made variable for the company&#8217;s website<\/td>\n<td style=\"border: 1px solid #e5e7eb; padding: 10px 12px; text-align: left; vertical-align: top;\">Not available<\/td>\n<td style=\"border: 1px solid #e5e7eb; padding: 10px 12px; text-align: left; vertical-align: top;\">There is no website field in the company data, so the link is written manually.<\/td>\n<\/tr>\n<\/tbody>\n<\/table>\n<div style=\"display: flex; gap: 10px; background: #f6f8fb; border-left: 4px solid #1a56db; border-radius: 6px; padding: 14px 16px; margin: 0 0 18px;\">\n<p><span style=\"flex: 0 0 auto; font-size: 18px; line-height: 1.6;\">\ud83d\udec8<\/span><\/p>\n<p style=\"margin: 0; line-height: 1.9; font-size: 16px; color: #1f2430;\"><strong style=\"color: #111827;\">Note:<\/strong> an ordinary linear barcode isn&#8217;t read by the mobile camera as a link. If the goal is for the client to open your website when scanning, use a QR.<\/p>\n<\/div>\n<h2 style=\"font-size: 22px; font-weight: bold; color: #111827; margin: 32px 0 14px; padding-bottom: 8px; border-bottom: 2px solid #eef0f3;\">Brief Workflow<\/h2>\n<p style=\"margin: 0 0 14px; line-height: 1.9; font-size: 16px; color: #1f2430;\">1. Create a QR image for the website link \u2192 2. Open the estimate layout \u2192 3. Upload the image in the footer or the business data \u2192 4. Make it the primary layout for estimate\u2192 5. Create the estimate<\/p>\n<h2 style=\"font-size: 22px; font-weight: bold; color: #111827; margin: 32px 0 14px; padding-bottom: 8px; border-bottom: 2px solid #eef0f3;\">The Steps in Detail<\/h2>\n<h3 style=\"font-size: 18px; font-weight: bold; color: #111827; margin: 24px 0 10px;\">Step 1: Create a QR code image for your website<\/h3>\n<\/div>\n<div dir=\"ltr\" lang=\"en\">\n<p style=\"margin: 0 0 14px; line-height: 1.9; font-size: 16px; color: #1f2430;\">Use any website or app that creates QR codes, enter your company&#8217;s website link in it (such as https:\/\/www.example.com), then download the image in PNG or JPG format. Try scanning the code with your phone before uploading it to make sure it opens the correct website.<\/p>\n<h3 style=\"font-size: 18px; font-weight: bold; color: #111827; margin: 24px 0 10px;\">Step 2: Open the estimate layout<\/h3>\n<ol style=\"margin: 0 0 16px; padding-left: 26px;\">\n<li style=\"margin-bottom: 10px; line-height: 1.9; font-size: 16px; color: #1f2430;\">Go to Sales Settings and then Invoice\/Estimate Layout.<\/li>\n<li style=\"margin-bottom: 10px; line-height: 1.9; font-size: 16px; color: #1f2430;\">Click Edit on the layout you use for estimates, or click New layout to create a layout specific to estimates.<\/li>\n<\/ol>\n<h3 style=\"font-size: 18px; font-weight: bold; color: #111827; margin: 24px 0 10px;\">Step 3: Add the code&#8217;s image<\/h3>\n<ol style=\"margin: 0 0 16px; padding-left: 26px;\">\n<li style=\"margin-bottom: 10px; line-height: 1.9; font-size: 16px; color: #1f2430;\">Choose the area where you want the code to appear, such as the footer or the business data.<\/li>\n<li style=\"margin-bottom: 10px; line-height: 1.9; font-size: 16px; color: #1f2430;\">In the editor&#8217;s toolbar, click the image icon and upload the code&#8217;s image from your device (the supported formats: PNG, JPG, and GIF).<\/li>\n<li style=\"margin-bottom: 10px; line-height: 1.9; font-size: 16px; color: #1f2430;\">Adjust the image size (for example 100 \u00d7 100 pixels) so that it is clear and easy to scan.<\/li>\n<li style=\"margin-bottom: 10px; line-height: 1.9; font-size: 16px; color: #1f2430;\">You can write text next to the code such as: &#8220;Scan the code to visit our website,&#8221; or write the website link as text.<\/li>\n<\/ol>\n<h3 style=\"font-size: 18px; font-weight: bold; color: #111827; margin: 24px 0 10px;\">Step 4: Make the layout the default for estimates<\/h3>\n<p style=\"margin: 0 0 14px; line-height: 1.9; font-size: 16px; color: #1f2430;\">Enable the option Make this layout the primary layout for estimates, then save the layout . It will be used automatically in every new estimate.<\/p>\n<div style=\"display: flex; gap: 10px; background: #f6f8fb; border-left: 4px solid #1a56db; border-radius: 6px; padding: 14px 16px; margin: 0 0 18px;\">\n<p><span style=\"flex: 0 0 auto; font-size: 18px; line-height: 1.6;\">\ud83d\udec8<\/span><\/p>\n<p style=\"margin: 0; line-height: 1.9; font-size: 16px; color: #1f2430;\"><strong style=\"color: #111827;\">Note:<\/strong> you can also choose the layout manually for a specific estimate from the Invoice Template field while creating the estimate.<\/p>\n<\/div>\n<h3 style=\"font-size: 18px; font-weight: bold; color: #111827; margin: 24px 0 10px;\">Step 5: Create the estimate and check the code<\/h3>\n<p style=\"margin: 0 0 14px; line-height: 1.9; font-size: 16px; color: #1f2430;\">Create a new estimate from estimates, then view it, print it, or export it as PDF, and scan the code with your phone to check.<\/p>\n<p style=\"margin: 0 0 14px; line-height: 1.9; font-size: 16px; color: #1f2430;\"><strong style=\"color: #111827;\">Example<\/strong><\/p>\n<p style=\"margin: 0 0 14px; line-height: 1.9; font-size: 16px; color: #1f2430;\">A company wants the client to open its product catalog from the estimate: it creates a QR code for the catalog link https:\/\/www.example.com\/catalog, then uploads it in the footer of the estimate layout next to the phrase &#8220;Browse our product catalog,&#8221; so the code appears at the bottom of every layout.<\/p>\n<h2 style=\"font-size: 22px; font-weight: bold; color: #111827; margin: 32px 0 14px; padding-bottom: 8px; border-bottom: 2px solid #eef0f3;\">Adding the Layout Barcode (Optional)<\/h2>\n<p style=\"margin: 0 0 14px; line-height: 1.9; font-size: 16px; color: #1f2430;\">If you need a linear barcode to identify the document internally (not to link to a website), write the variable {%invoice_barcode%} in any area of the layout, and a barcode specific to each layout appears in its place.<\/p>\n<h2 style=\"font-size: 22px; font-weight: bold; color: #111827; margin: 32px 0 14px; padding-bottom: 8px; border-bottom: 2px solid #eef0f3;\">Frequently Asked Questions<\/h2>\n<ul style=\"margin: 0 0 16px; padding-left: 26px;\">\n<li style=\"margin-bottom: 10px; line-height: 1.9; font-size: 16px; color: #1f2430;\"><strong style=\"color: #111827;\">Will the same code appear on all estimates?<\/strong> Yes, because the code is part of the layout and not of a specific estimate, and this suits a website link because it is fixed.<\/li>\n<li style=\"margin-bottom: 10px; line-height: 1.9; font-size: 16px; color: #1f2430;\"><strong style=\"color: #111827;\">Does this affect the invoice layout?<\/strong> Only if the same layout is used for invoices too. To separate them, create a layout specific to estimates and make it the primary one for them only.<\/li>\n<li style=\"margin-bottom: 10px; line-height: 1.9; font-size: 16px; color: #1f2430;\"><strong style=\"color: #111827;\">Can the code open the estimate itself online?<\/strong> The automatic QR code for the document link is available for invoices only, not for estimates. You can instead send the estimate to the client by email so that the estimate link reaches them.<\/li>\n<\/ul>\n<\/div>\n","protected":false},"author":17,"featured_media":0,"template":"","categories":[2149,2154],"tags":[20898,20906,20903,20904,20899,20902,20897,20900,20901,20905],"class_list":["post-150237","tutorial","type-tutorial","status-publish","hentry","category-invoices-and-estimates","category-estimates","tag-add-an-image-to-the-invoice-design","tag-can-a-barcode-be-added-to-the-quotation","tag-company-website-qr-code","tag-how-do-i-add-a-qr-to-the-quotation","tag-invoice-barcode","tag-link-the-quotation-to-the-website","tag-qr-in-the-quotation","tag-quotation-barcode","tag-quotation-design","tag-why-doesnt-the-qr-appear-in-the-quotation"],"yoast_head":"<!-- This site is optimized with the Yoast SEO plugin v17.8 - https:\/\/yoast.com\/wordpress\/plugins\/seo\/ -->\n<title>How to Add a QR Code for Your Company&#039;s Website to the Estimate Template - Daftra Knowledge Base<\/title>\n<meta name=\"robots\" content=\"index, follow, max-snippet:-1, max-image-preview:large, max-video-preview:-1\" \/>\n<link rel=\"canonical\" href=\"https:\/\/docs.daftra.com\/en\/tutorial\/how-to-add-a-qr-code-for-your-companys-website-to-the-estimate-template\/\" \/>\n<meta property=\"og:locale\" content=\"en_US\" \/>\n<meta property=\"og:type\" content=\"article\" \/>\n<meta property=\"og:title\" content=\"How to Add a QR Code for Your Company&#039;s Website to the Estimate Template - Daftra Knowledge Base\" \/>\n<meta property=\"og:description\" content=\"You can add a QR code to the estimate that opens your company&#8217;s website when scanned with a mobile camera. 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