How do I edit estimate templates?

Learn how to edit estimate templates.

Andrei
Written by AndreiLast update 2 months ago

Click on Your profile picture (bottom left) → Company settings → Project accounting → Appearance Manage Estimate template.

If you click on Settings you can access the visual editor, edit the HTML/add custom CSS code, and set the default template by clicking on More.

By using the visual editor you can easily change the layout, fonts, colors, labels, and what items to display or hide. For more tech-savvy users, you can always switch to the HTML editor to make even more in depth changes.

If you click on Add from library you will be able to select different languages/templates and set the desired default one.

Tips & Tricks If you wish to have custom fonts you need to use Google fonts. Here’s an example of how to add the font in the CSS section: 


@import url(https://fonts.googleapis.com/css?family=Tangerine);
.invoice { font-family: 'Tangerine', cursive; }


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