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.
As with many of the Style Settings, you can set the PDF page header and footer content on a global level for all blank (no template) sales quotes, and also make these settings for each individual Sales Quote Template.
Let's first look at the global setting.
Changing the PDF header in "Global Styles" and Sales Quote Templates
First let's look at how to change the PDF page header in the "global" styles, this will effect users that have no sales quote templates, and are creating quotes from "blank templates" or and copying existing sales quotes that were created from a empty document (i.e. no choosing a sales quote template)
From the Sales Quote Dashboard, click the Configuration menu and select the Edit Styles option.
Changing the Page Header
Click on the tab Headings and Fonts, now click on the Page Header expandable bar to view the options available (as shown below).
Set the swtich Show top header all content pages to the ON position (as shown above, the switch should be green). This will instruct QuoteCloud to use the settings we make here moving forward. Please note the settings here will not affect any previously saved sales quotes, to pick your new page header settings, you must save an existing sales quote to regenerate the PDF version.
The page header is made up of three columns, you must select one of the drop downs and select a "widget" to use. The available widgets are currently:
Logo - this will allow you to upload an image file (GIF, JPEG, or PNG format) to be shown at that position.
Text - this will alllow you to type some plain text that will appear in the column you choose
Page/Counter - this will display the page number on each page in the column you choose
Simply, select the column you want to add a widget to, and then click Save
Using the Logo widget
To use the logo widget, first select a column, we will choose the left column of the page header as shown below. Click on the left column drop down and select the option Logo. Next click on the Browse button to choose an image file from your computer, device or network dirve.
The image dimensions are ideally 264 pixels wide by 54 pxels high. if a bigger file is uploaded QuoteCloud will automatically reduce the dimensions to fit the available area properly.
TIPS:
- It is a good idea to leave a gap above, below, and to the left of the logo in your image, otherwise the logo will sit too close to the edge of the page and too close to the section heading text.
- If you are updating an existing logo image file in your page heading settings, make sure the file name is different to the image file name already uploaded. This avoids possible cache issues.
Next click in the right column to add another other logo image if desired.
Now click Save to commit your changes.
Now create a new sales (or copy, or edit an existing sales quote). Save that sales quote and then preview the PDF version, you will now see your added logo(s) to the page header.
Changing the Page Footer
Click on the tab Headings and Fonts, now click on the Page Footer expandable bar to view the options available (as shown below).
Set the swtich Show bottom footer all content pages to the ON position (as shown above, the switch should be green). This will instruct QuoteCloud to use the settings we make here moving forward. Please note the settings here will not effect any previously saved sales quotes, to pick your new page header settings, you must save an existing sales quote to regenerate the PDF version.
The page footer is made up of three columns, you must select one of the drop downs and select a "widget" to use. The available widgets are currently:
Logo - this will allow you to upload an image file (GIF, JPEG, or PNG format) to be shown at that position.
Text - this will alllow you to type some plain text that will appear in the column you choose
Page/Counter - this will display the page number on each page in the column you choose
Simply, select the column you want to add a widget into, and then click Save.
We descibed using the Logo widget in the instructions above, so in this section about the page footer we will use the Text wdiget as an example.
Using the Text widget
To use the text widget, first select a column, we will choose the left column of the page header as shown below. Click on the left column drop down and select the option Text. Next click on the text input field that now appears (as shown below) and type the text you want to show in this column.
Now click Save to commit your changes.
Now create a new sales (or copy, or edit an existing sales quote). Save that sales quote and then preview the PDF version, you will now see your added logo(s) to the page header.
Changing PDF Page Header and Footers in Sales Quote Templates
The same process as described above for setting custom page header & footer content in Global "Edit Styles", can be applied to a sales quote template. This is useful if a sales quote template needs to be slightly different from other templates or the golbal settings.
Click on the Content Libraries Menu, and then select Templates
Click Edit next to the sales quote template you want to update PDF Page Header or Footer content. If you do not see any sales quote templates (like shown below) you first need to save a template or import from our example sales quote templates. Read here to learn more about creating sales quote templates
Now you are editing a sales quote template, click on the About section tab on the left (the top tab)
Next click on the Page Settings button on the right side of the page (as shown below)
Next click on the PDF Page Headers and Footers section to show the available the options and settings (as shown below)
Now update the PDF page header and/or footer as required. The process for updating this for a sales quote template, is identical to the process described at the begining of this user guide page for "Global Styles".