How do I customize a layout template for my quotes and invoices?
With Toolcie, you can fully customize layout templates for your quotes and invoices.
Among other things, you can customize the following:
- fonts for text and titles
- colors of text, backgrounds, and borders
- font size
- placement of page elements, or hide them
- backgrounds for the header and footer, plus an overall background pattern
- exact location of the customer’s address
- your logo and its size
- attachments before and after your documents, such as a cover page or your company brochure
- more than 14 ready-to-use templates
- distinct templates for your quotes and invoices
- and much more.
You can customize your layout templates via the menu:
- Settings > Quotes > Layout template (dropdown list)
- Settings > Invoices > Layout template (dropdown list)
You can also access these settings while editing a quote or invoice by clicking: Settings > Layout template (dropdown list).
Link to this article: https://toolcie.com/en/support/k/how-do-i-customize-layout-template-my-quotes-and-invoices
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