Customize Quote Header & Logo

Add your company logo and contact information to Quote & Order Form Templates so it appears in your printed or emailed Quotes and Orders. Your logo must be saved as a BMP, GIF, JPG, JPEG or PNG.
PDF images can not be uploaded.

  1. Go to Settings > Quotes & Order > Forms
  2. Click the name of Form Template to customize.
  3. Click in the Header field and select <New Logo File>.
  4. Click Choose File To Upload to attach your logo file.add logo to form template
  5. If necessary, adjust either the optional Logo Height or Width, not both, to avoid distorting the logo.
  6. Update the Header and Subheader with your contact information.
  7. Customize the Header and Subheader Font, Text Color and Header Background Color. 
    Edit Form Header box