Customizing Your Templates

Personalize your quote and invoice templates with your branding.

Access Template Settings

Go to Account Settings → Company to customize your branding on quotes and invoices.

What You Can Customize
  • Logo & Branding: Add your logo and brand colors
  • Header & Footer: Custom text and contact info
  • Terms & Conditions: Add your standard terms
  • Notes Section: Default notes for quotes/invoices
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