Branding & Colors tab

Overview

The Branding & Colors tab controls the visual identity of your offers – brand colors, custom headers, footer taglines, and company signatures. These settings let you create a consistent, professional look that matches your corporate identity.

Key Features:

• Brand Colors – Primary and text colors (applies to Default template only)
• Custom Header – Optional HTML header text (overrides company data)
• Footer Tagline – Short, prominent slogan displayed in footer
• Full Footer Text – Detailed footer with custom information
• Live Preview – See color changes in real-time before saving

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Brand Colors

Setting	Description	Default Value
Primary Color	Main brand color used for headers, buttons, accents, and highlights. ⚠️ Important: This color applies only to the Default (Basic) template. Premium templates (Modern, Classic, Minimalist, etc.) have their own predefined color schemes that cannot be changed.	#ff6b00 (Orange)
Text Color	Main text color for body content in offers. Affects paragraph text, descriptions, and general content.	#222222 (Dark gray)

🎨 How to Choose Colors:

1. Click the color picker box next to each field
2. WordPress color picker opens with:
   • Preset color swatches (quick selection)
   • Custom color slider (fine-tune hue, saturation, brightness)
   • Hex code input (enter exact brand colors like #ff6b00)
3. Live preview updates immediately below the color settings
4. Colors are saved when you click “Save Changes”

📌 Color Recommendations:

Color Type	Best Practice	Example
Primary Color	Use your brand’s primary color. Ensure good contrast with white backgrounds.	Corporate blue: #0066cc Orange: #ff6b00 Green: #28a745
Text Color	Use dark colors for readability. Avoid pure black (#000000) – it’s too harsh.	Dark gray: #222222 Charcoal: #333333 Navy: #1a1a2e

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Header Section

Setting	Description	When to Use
Header Text (Textarea, HTML allowed)	Custom header text that appears at the top of your offer PDF. Default behavior: If left empty, QuotePro automatically uses your Company Data (company name, address, phone, email, etc.). When filled: Your custom HTML content replaces the default company header.	Use when: • You need special header formatting • You want to add extra information • You need multi-line company info with custom styling Leave empty when: • Standard company data is sufficient • You want automatic updates when company data changes

✏️ HTML Formatting Tips:

You can use basic HTML tags in the Header Text field:

html

<strong>My Company Ltd.</strong><br>
123 Business Street, Suite 100<br>
New York, NY 10001<br>
<br>
Phone: +1 234 567 890<br>
Email: info@mycompany.com
```

**Supported HTML tags:**
- `<br>` – Line break
- `<strong>` – Bold text
- `<em>` – Italic text
- `<span style="...">` – Custom inline styles

**⚠️ Important:** Complex HTML or CSS may not render correctly in PDFs. Keep it simple!


**📝 Footer Structure in PDF:**
```
┌──────────────────────────────────────────────┐
│                                              │
│  [Offer Content: Prices, Terms, etc.]        │
│                                              │
├──────────────────────────────────────────────┤
│                   FOOTER                     │
│                                              │
│  ✨ Footer Tagline (Bold, Prominent)         │
│  "US Quality – Best Prices – 5 Years Warranty" │
│                                              │
│  Full Footer Text (Smaller, Detailed)        │
│  Sample Company Inc. • 123 Oak Street        │
│  New York, NY 10001 • info@example.com       │
│                                              │
└──────────────────────────────────────────────┘

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Live Color Preview

Below the color settings, you’ll see a live preview of how your brand colors will look in offers:

Preview includes:

• Sample header with primary color accent line
• Primary button in your brand color
• Badge with color border and tint
• Text in your chosen text color

How it works:

1. Change Primary Color or Text Color
2. Preview updates instantly
3. You can see the exact appearance before saving

This helps you ensure colors have good contrast and match your brand identity.

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Reset to Defaults

At the bottom of the page, there’s a “Load Default Branding” button.

What it does:

• Restores all branding settings to plugin defaults:
  • Primary Color: #ff6b00 (Orange)
  • Text Color: #222222 (Dark gray)
  • Footer Tagline: “US Quality – Best Prices – 5 Years Warranty”
  • Header Text: Empty (uses company data)
  • Full Footer Text: Empty (uses company data)

⚠️ Warning: Clicking this button overwrites your current settings. A confirmation dialog will ask you to confirm before proceeding.

When to use:

• You want to start fresh with default colors
• You’ve made mistakes and want to reset
• You’re testing different designs and want a baseline

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How Brand Colors Work in Templates

Template Type	Uses Custom Colors?	Color Behavior
Default (Basic)	✅ Yes	Your Primary Color and Text Color apply fully. Headers, buttons, and accents use your brand colors.
Modern (Premium)	❌ No	Uses predefined blue gradient design. Your custom colors are ignored.
Classic (Premium)	❌ No	Uses predefined elegant gray/gold scheme. Your custom colors are ignored.
Minimalist (Premium)	❌ No	Uses predefined clean black/white design. Your custom colors are ignored.
Other Premium Templates	❌ No	Each Premium template has its own professional color scheme that cannot be customized.

💡 Why Premium Templates Don’t Use Custom Colors:

Premium templates are professionally designed with carefully chosen color combinations, typography, and spacing. These templates are “design systems” – changing colors could break the visual harmony and reduce professional appearance.

If you need brand colors: Use the Default (Basic) template with your custom Primary Color, or choose a Premium template whose colors match your brand.

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Common Questions

Question	Answer
Why don’t my colors appear in Premium templates?	Premium templates have fixed, professionally designed color schemes. Custom colors only apply to the Default (Basic) template.
Can I use custom fonts?	No, fonts are fixed for PDF compatibility and consistent rendering. Premium templates use carefully selected font pairings.
Should I fill Header Text and Footer Text?	Only if you need custom formatting. Leaving them empty automatically uses your Company Data, which is easier to maintain.
What happens if I change branding after creating offers?	Existing offers keep their original branding. New offers use the updated branding settings.
How do I add my company signature?	Company signatures are uploaded in the Company Data tab, not here. See Section 3: Company Data Settings.

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Save Changes

After customizing your branding:

1. Scroll to bottom of page
2. Click “Save Changes” button
3. Confirmation message appears: “Settings saved.”
4. Your branding is now active for all new offers