Support / FAQ

How to add or change design to a template?

Focus: The focus of this Self Help article is to provide you WITH information and steps in order TO change the design of your template.

Step 1: Create a new template or select an existing template and click on “Change Design”

Templates - Change Design

Step 2: Review of the Design options, part 1.
A. Web Theme — Currently we have two different versions of the Web theme. Classic and Modern views.
a. Classic – First design by Quote Roller, Table of contents are on the right and be able to modify the background colors. This can be done by going to “Settings” > Logos and Colors.
b. Modern –The modern view is a good choice as now the table of contents is on the Left side, with an additional button for “Accept Proposal”. Also includes a large button for “Discuss” in which you and your client can discuss the proposal.

B. PDF Theme –  By Default you will have the common and most used selected “Default theme”, however you are welcome to try the other themes that we have preloaded, including “Urban” ,“Aspect”, “Bluish”, “Median” and a few others. The difference between these, is that each one have its own color theme for text that will be displayed.PDF

C. Page Backgrounds — We provide two options if you would like to have your custom design cover page and inner page. Click here for more information on how to do this.
a. Cover Page — This option is available if you want to upload your cover page for your PDF Version of the proposal. If you are going to create your own cover page, we recommend the image to be a size of 800(w) X 1130(h) pixels in size. If you try to upload an image smaller or large than the recommend size, the image could be distorted when viewing the PDF
b.  
Inner Page — This option is to provide an image that will show all pages on the PDF except for the cover page. If you are going to create your own inner page, we recommend the image to be a size of 800(w) X 1130(h) pixels in size. (Example Cover page Link) If you try to upload an image smaller or large than the recommend size, the image could be distorted when viewing the PDF.

D. PDF Settings
a. Show Document Header – If this option is enabled, it will add the “Name” of the template to the upper right of all pages, except for the Cover Page.
b. Show Document Footer – If this option is enabled, it will add the “page number” and a light gray line at the bottom of the pages, except for the Cover Page.
c. Show logo on cover page (If uploaded) – If this option is enabled; If you have uploaded a company logo, in My Settings > Logo & Colors. It will display on the Cover Page in the top middle.
d. Show Cover Page —  If this option is enabled, this will enable the cover page on the PDF.

Templates - Change Design - Web theme -PDF Theme -PDF Page backgrouds and settings

Step 3: Review of the Design options, part 2. Additional PDF Settings — The following options, the system provides you the ability to make changes to the information that is displayed on the Proposal. For each option, you can change the color, font size and font style.
A. Document Caption Text — This setting is designed to change the “Name” of the template that is shown on the Cover page (if enabled). So for example, if the name of your template is “Web Proposal”, this setting handles how that text will look on the cover page.
B. Document Meta Text — These settings are designed to change the “Prepared For” and “Created by” text that is shown on the cover page (if enabled).
C. Section Header — These settings are designed to change the “Section Header Names” that you have defined in your Proposal in the “Edit Content” Section. This will change on the Web Version and the PDF Version
D. Block Header — These settings are designed to change the “Block Header Names” that you have defined in your Proposal in the “Edit Content” section. This will change the Web Version and PDF Version.
E. Text — These settings are designed to change the “text” that you have defined in your Proposal in the “Edit Content” section. This will change the Web version and PDF Version. Please note that this will change ALL text that you have added. If you want different colors for different text, you can do this in the “Edit Content” section when creating the proposal. Please note:  If you are using Chinese language or other Asian languages for your text, we suggest that you try either “MS Song” or “MPLUS 1C” for your fonts. 
F. Table Headers — These settings are designed to change the font color of the text and the background color of the text in the Pricing table, that you can add in “Edit Content”, then define the pricing table when creating a proposal. The first color choice is for the text color, the second color choice is for the background of the header bar
G. Edit Custom CSS — This is an advance feature in which you can add custom CSS code to even further custom your template. Example: Let’s say you do not want to show the “Price” field in the Pricing table. You can do this with custom CSS code. (Click here for Custom CSS Examples). If you have questions about using this feature, please contact the Quote Roller Support Team.

Templates - Change Design - Font Settings

Have Questions, please feel free to contact us?
For faster support, please login into your Quote Roller account and click on the blue Help/Questions button found on the upper right of your account.

Posted in: Templates