Adjusting the Font & Colour Settings in a Template or Sales Quote

Controls for colour and font settings are available in the Sales Quote Editor; this user guide explains how to amend font and colour options from the default settings.

Edit or create a new sales quote.


Click on the More ... button in the right toolbar, as shown below.

Click on the Page Settings option as indicated below.


The available page settings will appear as indicated below.


Scroll down to the section labelled HEADINGS & FONTS and click on this option; the section will expand to show the available types of settings.


Click on one of the options:

a) Section Headings - these are the main titles that appear in a sales quote at the beginning of a section

b) Heading 1, 2, 3, 4 - these heading styles use in-text content blocks; you can select text and make that text a heading; this is the same as in all word processing applications such as MS Word or Pages.

c) Body - this is the styling for "normal" text in a text content block


Select an option and adjust the available settings for font face, size and colour, as shown in the example below.


General Theme Colour Settings

Theme colours are used to set a general colour scheme for the tabs (left of the document when viewed and switched) buttons and the default section titles.

As per the instructions above, click on the More... option and the right toolbar, and select Page Settings.

Select the preferred theme colour by clicking on one of the colour circles.

Related User Guide Topics

Moving Content Blocks (Drag & Drop)
10 Mar 2021
As you insert content blocks, i.e. text, images, videos, forms, spreadsheets, embedded PDF's, you may want to rearrange the position of these content blocks
Hide Content on a Sales Quote
11 Aug 2020
You may on occassion wish to create content that does not appear in a sales quote. For example, you may create a spreadsheet to perform calculations that should not show in the document that your customer reads; or you might create a block of text that is for your internal use.
Margins, Padding and Borders for content blocks
14 Mar 2020
Padding and margins are very similar, and it can be difficult to know which one you should use. The basic purpose of both is to change the amount of space between elements on the page.
Add background images to Rows and Columns
5 Mar 2020
A feature of rows and columns in the Sales Quote Editor is the ability to set a background image behind content contained in a row or column.  This user guide topic covers how to add a background image in a row and column.

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