PDF / document template editing
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      Creating a new style sheet/theme for a PDF

      PDF’s come with a default style sheet (globally scoped) that defines the text size, color, font and spacing. You can change that to suit a your preference for branding etc.

      Steps

      1. Go to the Templates page

      2. Go to the Document/PDF tab

      3. Double-click on the row for the Cost-Certified PDF theme (CSS) file

      4. Change the name to something, for example to the name of your company

      5. Scroll through the body of the CSS document to see the data used to style the documents.

        1. CSS is a programming language for styling websites and documents, see https://developer.mozilla.org/en-US/docs/Learn/Getting_started_with_the_web/CSS_basics for some basic information on how to edit CSS.

        2. Warning: if the CSS is invalid it can cause your document to not generate

      6. Make the desired CSS changes to the different elements of the document

      7. Save your CSS document

      8. Close the CSS document window by clicking Done on the bottom right

      9. Now refresh the documents list, you should see your new style sheet there

      10. Now open a PDF document (like a quote pdf) you previously made by double clicking on its row

      11. Go to the Settings tab on the sidebar

      12. From the settings tab, select the CSS document you just created from the Theme dropdown menu

      13. Now Save your PDF document, and it will now be loaded with your new CSS theme!