What document branding options can I customize?

You can customize the header, text styling, line item display, and notes layout on your documents.

Open Settings → Company → Company Branding to set global defaults, or use an estimate builder’s Options tab to customize one estimate.

Header details

• Show or hide the document label and company logo.
• Style the document label and company name.
• Show or hide estimator information and the estimator email.
• Show or hide created and expiration dates.
• Add a header border and choose its color.

Titles and line items

• Style the estimate title.
• Choose label text and background colors.
• Choose the price item title color.
• Show or hide labor/part text, rates and quantities, price item totals, and label subtotals.
• Use alternating gray and white item backgrounds.
• Add a line item section border and choose its color.

Notes

• Choose whether note images appear before or after their descriptions.
• Group multiple note images that have no descriptions.
• Add a notes section border and choose its color.

Select Update Identity when changing global settings. When customizing an estimate, check Preview and save the estimate.