Overview
Template Customization allows you to personalize PDF Design Templates with your company’s visual identity while maintaining the template’s professional structure. Customization happens through the Company Branding and Offer Texts settings, which apply globally to all templates.
Key Principle: Templates provide the design framework, while your branding settings inject your unique identity (logo, colors, text).
Customization Layers
| Layer | What It Controls | Where to Configure | Applies To |
|---|---|---|---|
| PDF Template | • Overall design style • Color scheme base • Typography system • Layout structure • Spacing and margins | Template selector (top of form) | Individual offer (per-offer choice) |
| Company Branding | • Company logo • Primary brand color • Company name • Footer tagline • Logo variant (light/dark) | Settings → Company Data | All offers, all templates (global) |
| Offer Texts | • Section titles • Form labels • Default content • Custom terminology | Settings → Offer Texts | All offers (global) |
| Offer Content | • Customer information • Pricing data • Descriptions • Terms & conditions • Images | Offer form (per offer) | Individual offer |
Company Branding Settings
Location: Quotes → Company Data → Branding section
Available Branding Options
| Setting | Purpose | Where It Appears | Recommended |
|---|---|---|---|
| Company Logo | Your brand identity image | • Header (all templates) • Public offer pages • PDF exports | • PNG or JPG • Transparent background • Max 300px wide • High resolution (2x for retina) |
| Logo Variant | Light or dark version for different backgrounds | • Templates with dark headers use dark logo • Templates with light headers use light logo | Upload both versions if you have them |
| Primary Brand Color | Main accent color for your brand | • Section headers (some templates) • Accent lines • Button colors • Highlights | • Hex code (e.g., #3b82f6) • Match your brand guidelines • Ensure good contrast |
| Company Name | Official business name | • Header next to logo • Footer • Document title area | Official registered name or DBA |
| Footer Tagline | Company slogan or descriptive text | • Footer area (all templates) • Below contact information | • Short (max 60 characters) • Professional tone • Example: “Quality Craftsmanship Since 1995” |
How Templates Use Branding
Template Color Integration
Each template handles brand color differently:
| Template | How Brand Color Is Used | Template Base Colors |
|---|---|---|
| Default | Minimal use – accent lines only | Neutral grays and blacks |
| Modern Blue | Blends with template’s blue gradient | Blue spectrum (#3b82f6 – #2563eb) |
| Business | Used for section headers and emphasis | Corporate navy and gray |
| Elegant | Subtle accents, refined integration | Deep purple and gold |
| Creative | Bold use in gradients and backgrounds | Vibrant purple gradient |
| Minimal | Single accent color throughout | Maximum white space |
| Professional | Used in structured headers | Authoritative dark blues |
Important: Brand color complements template design, doesn’t replace it. Templates maintain their core color scheme while incorporating your brand color as accent.
Logo Integration
Logo placement and sizing:
| Template | Logo Position | Logo Size | Background |
|---|---|---|---|
| Default | Top left corner | Standard (auto-scaled) | White |
| Modern Blue | Centered in header | Larger, prominent | Blue gradient (use dark logo) |
| Business | Left side, aligned with company name | Professional sizing | Corporate gray |
| Elegant | Centered, refined spacing | Elegant proportions | Subtle background |
| Creative | Dynamic positioning | Bold, eye-catching | Vibrant gradient (use dark logo) |
| Minimal | Small, top left | Minimal footprint | Pure white |
| Professional | Formal header placement | Authoritative sizing | Dark professional |
Logo Variant Logic:
- Templates with dark backgrounds → Use dark logo variant (if uploaded)
- Templates with light backgrounds → Use light logo variant (or default)
- If only one logo uploaded → Used for all templates (auto-adjusted)
Offer Texts Settings
Location: Quotes → Offer Texts
Purpose: Customize section titles, labels, and default text across all offers.
Customizable Text Elements
| Text Type | Default Value | What You Can Change | Example Customization |
|---|---|---|---|
| Main Title | “Price Offer” | Main heading at top of offer | “Staircase Quotation” “Custom Proposal” “Project Estimate” |
| Price Section | “Price Overview” | Title for pricing table | “Cost Breakdown” “Investment Summary” “Pricing Details” |
| Payment Terms | “Payment Terms” | Payment section title | “Payment Schedule” “Payment Conditions” “Billing Terms” |
| Delivery Time | “Delivery Time” | Delivery section title | “Lead Time” “Project Timeline” “Completion Date” |
| Warranty | “Warranty” | Warranty section title | “Guarantee” “Quality Assurance” “Warranty Coverage” |
| Notes | “Notes” | Additional terms title | “Additional Information” “Terms & Conditions” “Important Notes” |
| Image Gallery | “Image Gallery” | Gallery section title | “Product Photos” “Project Gallery” “Visual Examples” |
| Technical Section Title | “Technical Description” | Main heading for tech sections | “Specifications” “Product Details” “Technical Features” |
How It Works:
- Change text in Settings → Offer Texts
- Save settings
- All new offers use new text
- Existing offers keep their original text (not retroactive)
- Templates display your custom text automatically
Customization Examples
Example 1: Law Firm Customization
Branding Settings:
- Logo: Law firm logo (professional, serif font)
- Brand Color: Dark blue (
#1e3a8a) - Company Name: “Smith & Associates Legal”
- Tagline: “Trusted Legal Counsel Since 1985”
Offer Texts:
- Main Title: “Legal Services Proposal”
- Price Section: “Fee Structure”
- Payment Terms: “Billing Terms”
- Notes: “Terms & Conditions”
Result: Professional legal proposal with appropriate terminology and conservative design.
Example 2: Creative Agency Customization
Branding Settings:
- Logo: Vibrant, modern logo with gradient
- Brand Color: Bright purple (
#a855f7) - Company Name: “PixelCraft Studio”
- Tagline: “Digital Experiences That Inspire”
Offer Texts:
- Main Title: “Project Proposal”
- Price Section: “Investment Breakdown”
- Payment Terms: “Payment Schedule”
- Technical Section: “Project Deliverables”
Template Choice: Creative template (vibrant colors match brand energy)
Result: Bold, modern proposal reflecting creative industry standards.
Example 3: Construction Company Customization
Branding Settings:
- Logo: Construction company logo (tools, hard hat imagery)
- Brand Color: Orange (
#ea580c) - Company Name: “BuildRight Construction Ltd.”
- Tagline: “Quality Building Solutions”
Offer Texts:
- Main Title: “Construction Estimate”
- Price Section: “Cost Breakdown”
- Delivery Time: “Project Timeline”
- Warranty: “Quality Guarantee”
Template Choice: Business or Professional template (serious, trustworthy)
Result: Professional construction proposal with industry-appropriate language.
Template-Specific Customization
Some templates offer additional styling options through CSS:
| Template | Additional Customization | How to Customize |
|---|---|---|
| Default | Basic – no template-specific options | Use branding settings only |
| Modern Blue | Gradient intensity adjusts based on brand color | Choose brand color – template auto-adapts |
| Business | Header style adapts to brand formality | Conservative colors recommended |
| Elegant | Accent borders use brand color | Choose refined colors (deep tones work best) |
| Creative | Backgrounds blend with brand color | Bold colors recommended for full effect |
| Minimal | Single accent color throughout | Choose one strong color – used sparingly |
| Professional | Structured elements use brand color | Professional colors (blues, grays) recommended |
Best Practices for Customization
Logo Guidelines
DO:
- ✅ Use transparent PNG for versatility
- ✅ Upload high-resolution version (2x size for retina displays)
- ✅ Keep logo horizontal format (fits better in headers)
- ✅ Upload both light and dark versions if possible
- ✅ Test logo on all templates before finalizing
DON’T:
- ❌ Use JPEG with white background (looks bad on dark templates)
- ❌ Upload extremely wide logos (distorts proportions)
- ❌ Use low-resolution logos (pixelated in PDF)
- ❌ Forget to test on dark-background templates
Brand Color Guidelines
Choosing Brand Color:
| Industry | Recommended Colors | Why |
|---|---|---|
| Legal, Finance | Dark blue (#1e3a8a), Navy (#1e40af) | Trust, authority, professionalism |
| Healthcare | Teal (#14b8a6), Medical blue (#0ea5e9) | Clean, caring, reliable |
| Creative, Design | Purple (#a855f7), Vibrant orange (#f97316) | Innovation, creativity, energy |
| Construction | Orange (#ea580c), Industrial gray (#6b7280) | Action, building, strength |
| Technology | Bright blue (#3b82f6), Cyan (#06b6d4) | Innovation, digital, modern |
| Food, Hospitality | Warm red (#dc2626), Green (#10b981) | Appetite, freshness, welcoming |
Color Testing:
- Set brand color in Company Data
- Preview with multiple templates
- Check contrast (text readability)
- Test in PDF export (colors may shift slightly)
- Verify on different screens (desktop, mobile, tablet)
Text Customization Guidelines
DO:
- ✅ Use industry-standard terminology (clients understand it)
- ✅ Keep titles short and clear (max 2-3 words)
- ✅ Maintain professional tone across all text
- ✅ Be consistent with terminology (don’t mix “Price” and “Cost”)
- ✅ Consider multilingual versions if serving international clients
DON’T:
- ❌ Use overly complex jargon (confuses clients)
- ❌ Make titles too long (breaks template layout)
- ❌ Use casual language in formal industries
- ❌ Change text too frequently (consistency matters)
Customization Workflow
Initial Setup (One-Time):
- Configure Company Branding
- Go to: Quotes → Company Data
- Upload logo (light + dark variants)
- Set primary brand color
- Enter company name and tagline
- Save settings
- Configure Offer Texts
- Go to: Quotes → Offer Texts
- Customize section titles for your industry
- Set default content if needed
- Save settings
- Test with All Templates
- Create test offer
- Try each template (Default, Modern Blue, Business, etc.)
- Check logo visibility on dark backgrounds
- Verify brand color integration
- Export PDF from each template
- Choose favorite 2-3 templates for regular use
- Document Your Choices
- Note which templates work best for your brand
- Save examples of customized offers
- Share with team (if applicable)
Per-Offer Workflow:
- Create new offer
- Select appropriate PDF template (based on client type)
- Fill in offer content
- Branding applies automatically (logo, colors, text)
- Preview and adjust if needed
- Export PDF – fully branded
Time: ~30 seconds (branding is automatic)
Limitations & Considerations
| Limitation | Details | Workaround |
|---|---|---|
| Global branding only | Cannot have different logos for different offers | Use single company logo across all offers |
| One brand color | Cannot set multiple accent colors | Choose primary brand color – templates add complementary colors |
| Text changes not retroactive | Changing Offer Texts doesn’t update existing offers | Set texts correctly before creating many offers |
| Limited font control | Cannot change template fonts | Choose template with typography matching your brand style |
| No per-template branding | Same logo/color applies to all templates | Ensure logo works on light and dark backgrounds |
| Logo size auto-scaled | Cannot manually adjust logo size per template | Upload logo at optimal dimensions (~300px wide) |