What Is the Theme Editor?
The Theme Editor controls how your estimates, invoices, and other client-facing documents look — both in the online client portal and when downloaded as PDFs.
You can choose from seven professionally designed preset themes, or build a fully custom look using Advanced Settings. All changes are previewed in real time on the right side of the screen before you save.
How to Access the Theme Editor
Click the Settings (gear) icon in the top-right navigation bar.
In the left sidebar, click Client View.
Click the Configure button on the PDF & Client View card.
In the configuration screen, click the Theme tab at the top.
What's Inside
The Theme tab is organized into three main areas:
Preset Themes — Seven one-click themes that instantly apply a full design.
Branding Settings — Control whether your logo appears and at what size.
Advanced Settings — Available when Custom is selected. Fine-tune layout, colors, typography, and spacing.