Most ACA quoting tools render member PDFs on a server. Your household composition, subsidy math, and plan picks leave your session, hit their infrastructure, and come back as a file. QualityQuotes does the opposite. The PDF is built inside your browser and downloads to your machine.
Key Takeaways
- Member PDFs are assembled in the browser, not on a QualityQuotes 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.
Run the subsidy estimate in the plan finder before exporting.
What we still store
Quote inputs and member 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. Brokers moving from Quotit or Connecture will find that legacy stacks often keep a copy of every exported document server-side; here the rendered PDF file stays on your device.
For what belongs on the PDF itself, see branded member PDFs: 7 things that turn a quote into a yes.
PDF export FAQ
Does QualityQuotes store the PDFs I export?
No. The rendered PDF is built inside your browser when you click Download PDF, and it saves directly to your device. QualityQuotes does not upload or retain that file on our servers. What does stay on the QualityQuotes side is the quote row: household composition, plan selections, and subsidy inputs, so you can reopen the quote and re-export later. The rendered file itself is never transmitted back.
Do I need agency settings filled out before exporting?
For a branded export, yes. Save your agency profile and branding under Settings first, including your logo, brand color, agent contact details, and footer text. If you export without filling out agency settings, you get a plain export that omits the branding fields. The plan data and subsidy math are still accurate; the export just will not carry your agency identity. Fill out Settings once and every subsequent export reflects those details automatically.
Can QualityQuotes email the PDF for me?
Not from our servers. The Open in email option prepares a mailto draft in your default email client and downloads the PDF so you attach it yourself before sending. That workflow keeps the privacy story intact: household composition and premium data move through your email account, not QualityQuotes's sending infrastructure. It also avoids sender reputation issues that come with third-party services sending mail on behalf of your agency domain.
