Brand and Customise Sales Documents
Coordinate company branding, document content and PDF checks before sending proposals, estimates or invoices.
Set the identity at the correct level
Begin with the company details and approved brand assets used by your workspace. Review the existing company-logo and general-settings guidance before changing shared defaults. A change to a company setting can affect more than one document type, so identify the proposal, estimate or invoice you intend to improve.
Review content separately from presentation
Check the customer or lead, subject, line items, currency, dates and terms in the document itself. Branding does not correct an inaccurate price or an outdated recipient. Use the proposal editor for proposal content and the appropriate sales-document workflow for estimates and invoices. Avoid inserting sensitive customer information into reusable templates.
Check the recipient’s version
Preview the document and inspect the generated PDF before sending. Confirm that logos, text, totals and page breaks remain readable and that the customer receives the intended version. If a layout needs a capability not exposed by the supported settings, agree a scoped implementation rather than editing live core files as an ad hoc workaround.
Checks before you finish
- Check legal company details and the intended customer on the preview.
- Inspect the generated PDF on a small screen and at normal print size.
- Confirm that reusable content contains no information from another customer.