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PDF Page Header & Footer Settings


The PDF version of your sales quote is different to 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, center and right column.  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 center 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 a sales quote.  When in the Sales Quote Editor, you will notice a tabe and the top of the content area with the label PDF HEADER.

Click on the tab PDF HEADER.

 

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

 

To increase the numner of columns in the header area, click on the columns icons, as show below.

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

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

Changing the Page Footer

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

 

Related User Guide Topics

Page Breaks in PDF format of Sales Quotes
16 Jun 2019
The reason we have a PDF format of Sales Quotes exists is mainly due to printing requirements, however we may need to add break breaks at sensible points in your PDF sales quote format.
PDF Page Header & Footer Settings
6 Jun 2019
The PDF version of your sales quote is different to the web page version that a customer opens when they receive a quote from QuoteCloud. Learn how to add page headers and footers.

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