How do I customize a layout template for my quotes and invoices?

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With Toolcie, you can fully customize layout templates for your quotes and invoices.

Among other things, you can modify the following:

  • fonts of text and titles
  • colors of the text, backgrounds, and borders
  • select the font size
  • change the location of page elements or hide them
  • select a background for the header and footer, and select an overall background pattern
  • select the exact location to display the customer’s address
  • add your logo and change its size
  • insert attachments before and after your documents to add a cover page or your company’s brochure
  • choose from over 14 ready-to-use templates
  • set 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 in editing mode for a quote or invoice by clicking: Settings > Layout template (dropdown list).

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