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Templates

Templates control the visual appearance of your quotes. Each template defines colors, logo placement, footer text, and PDF layout.

Template Features​

  • Colors — Primary and accent colors for headers, buttons, and highlights
  • Logo — Upload your company logo (PNG, JPG, SVG, max 2 MB)
  • Footer — Custom text and HTML for the PDF footer
  • Header — Custom HTML for the PDF header
  • Default for new quotes — Mark a template as default

Creating a Template​

  1. Go to Templates → New template
  2. Set a name (e.g., "Corporate Blue", "Minimal")
  3. Configure colors, upload logo, add footer text
  4. Save

Using a Template​

When creating or editing a quote, select a template from the Template dropdown. The quote preview will update with the template's styling.

Deleting a Template​

Click Delete on a template. You'll be asked to confirm. Templates with associated quotes cannot be deleted until reassigned.