Skip to main content

Configuring Client View Document Templates

Learn how to customize the appearance and content of your project documents for a professional client presentation. This guide walks you through adjusting layouts, themes, and section visibility to ensure your outgoing paperwork aligns with your brand.

How to Configure Document Templates

  1. Access Business Settings Click on the Settings (gear icon) in the top right corner of the navigation bar.

  2. Navigate to Client View From the left-hand sidebar menu, select Client View.

  3. Select a Document to Preview On the Client Views page, use the Document dropdown menu to select the specific document type (e.g., Estimate, Invoice, Change Order) you wish to preview.

  4. Enter Configuration Mode Click the Configure button to open the editor.

  5. Choose Your Configuration Type Within the configuration window, you will see two main tabs:

    • Documents: Used for structuring the sections and specific information shown.

    • Theme: Used for the visual design, including colors and typography.

  6. Add and Manage Sections Under the Documents tab, you can manage the content layout:

    • Add Sections: Click the + Add button to insert new elements like Text, Company Info, Cover Pages, Dividers, or Page Breaks.

    • Reorder Sections: Use the arrows to the left of each section title to move it higher or lower in the document.

    • Toggle Visibility: Use the toggle switches within each section (e.g., Header, Project Summary, Scope of Work) to enable or disable specific properties like unit, quantity, or due dates.

    • Edit Titles: Click into fields like Document Title to rename a document (e.g., changing "Estimate" to "Quote" or "Proposal").

  7. Apply a Visual Theme Switch to the Theme tab to select from predesigned templates such as Original, Modern, Classic, Minimal, Bold, or Elegant.

    1. Fine-tune with Advanced Settings To further refine your branding, select a theme and then click Custom. This allows you to:

      • Branding: Toggle Show Logo on/off and adjust the Logo Size (XS to XL).

      • Layout: Change the Header Style and Section Style (e.g., Segmented).

      • Typography: Define Font Pairings, Text Size, and Line Height.

      • Colors: Set a Primary hex color code for document accents.

  8. Save Your Changes Once you are satisfied with the layout and design, click the Save button in the top right corner.

Troubleshooting & FAQs

Troubleshooting

  • Missing Sections: If a section you added isn't appearing in the preview, ensure the toggle switch for that specific section is set to "Enabled."

  • Save Button Inactive: If you cannot click Save, ensure all required fields in any newly added Text or Custom sections are filled out.

FAQs

  • Will these changes apply to documents I’ve already sent? No. Configuration changes apply to new documents and existing drafts, but sent or finalized documents typically retain the formatting they had at the time of issuance.

  • Can I have different themes for Invoices and Estimates? The Theme settings (colors, fonts, logo) are global and apply to all client-facing documents to maintain brand consistency. However, the Documents tab allows you to customize the specific sections and titles for each document type individually.

  • What happens if I leave the Document Title blank? If the Document Title field is left blank, the system will use the default name for that document type (e.g., "Estimate").

Did this answer your question?