Most ACA quoting tools render client PDFs on a server. Your household composition, subsidy math, and plan picks leave your session, hit their infrastructure, and come back as a file. QuoteTurbo does the opposite. The PDF is built inside your browser and downloads to your machine.
Key Takeaways
- Client PDFs are assembled in the browser, not on a QuoteTurbo server.
- Quote data stays in your workspace so you can resume a quote. The rendered PDF does not.
- Agency branding lives in Settings and applies when you export from the quote preview.
- Most legacy quoting stacks render PDFs server-side. That is one more copy of household and premium data on someone else's infrastructure.
What ships in the export
Save agency profile and branding once under Settings. Logo, brand color, agent contact, and footer text carry into a standard quote template: cover page, household summary, subsidy summary, one page per selected plan (up to four), and required disclaimers.
What we still store
Quote inputs and client records stay in your workspace so you can resume work across sessions. That is separate from the rendered PDF. We need the quote row. We do not keep a copy of the file you downloaded.
For what belongs on the PDF itself, see branded client PDFs: 7 things that turn a quote into a yes.
PDF export FAQ
Does QuoteTurbo store the PDFs I export?
No. The rendered PDF is built inside your browser when you click Download PDF. It saves to your device. QuoteTurbo does not upload or retain that file on our servers.
Do I need agency settings filled out before exporting?
Yes for branded export. Save your agency profile and branding under Settings first. Logo, brand color, agent contact, and footer text stamp onto the PDF.
Can QuoteTurbo email the PDF for me?
Not from our servers. Open in email prepares a mailto draft and downloads the PDF so you attach it yourself. That keeps the privacy story intact and avoids sender reputation issues on our side.
