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 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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