How do I edit estimate templates?
Learn how to edit estimate templates.
Click on Your profile picture (bottom left) → Company settings → Project accounting → Appearance → Manage Estimate template.
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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.
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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.
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If you click on Add from library you will be able to select different languages/templates and set the desired default one.
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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:
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@import url(https://fonts.googleapis.com/css?family=Tangerine);
.invoice { font-family: 'Tangerine', cursive; }
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