PDF Page Header & Footer Settings

The PDF version of your sales quote differs from the web page version that a customer opens when they receive a quote from QuoteCloud. The obvious difference is that a PDF file has pages and will fit content into an A4 page; the second difference is that you can set a page heading and footer.

In QuoteCloud, a PDF header and footer consists of three columns, i.e. left, centre, and right. You can position an element in each of these columns for the header and footer rows.

By default, there is no header displayed in a PDF, and the footer contains your company name in the left column, page number in the centre column and sales quote date in the right column.

This user guide explains how to add content to a page header or footer.

Changing the Page Header

Create or edit a sales quote. When in the Sales Quote Editor, you will notice a table and the top of the content area with the label PDF HEADER.

Click on the tab PDF HEADER.

Sales Quote and Sales Proposal Software - PDF Page Header & Footer Settings - illustration 1

You will now see the editable area for the page header, as shown below.

Sales Quote and Sales Proposal Software - PDF Page Header & Footer Settings - illustration 2

To increase the number of columns in the header area, click on the columns icons below.

Sales Quote and Sales Proposal Software - PDF Page Header & Footer Settings - illustration 3

Now add content to the page header, click on (one of) the Insert button(s), as shown below.

Sales Quote and Sales Proposal Software - PDF Page Header & Footer Settings - illustration 4

When you have finished adding content to the page header, click on the save icon, as shown below.

Sales Quote and Sales Proposal Software - PDF Page Header & Footer Settings - illustration 5

Changing the Page Footer

Adding content to the page footer is identical to that described above, except you click on the PDF FOOTER tab bottom right of the content area (as shown below).