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Customizing Proposal & Invoice PDFs

Customizing Proposal & Invoice PDFs

This article will explain where to customize the PDF versions of Proposals and Invoices.

Written by Chloe Hunter

Updated over 4 months ago

1. Go to 'Company Settings'

Go to Company Settings

2. Click on 'Templates'

Click on Templates

3. Choose 'Customize My PDFs'

Choose Customize My PDFs

4. Choose Your Preferred PDF Options

Choose your preferred PDF options

5. Click on ‘Save’ to Register the Changes

Click on Save

If you need any assistance with this, please don’t hesitate to contact DripJobs Customer Support or the HelpDesk.