Where every PDF gets its branding, and why a regenerated document looks different from an old one.
Estimates, invoices, contracts, reports and proposals are rendered from the company's branding at the moment they are generated. Change the branding and the next PDF changes; a PDF already emailed does not.
- 01Open
Admin Console → CUSTOMIZATION → Branding. Check the logo, the PDF logo variant, the accent colour and the company name, address and phone. - 02Save, then open the document and regenerate or re-send it. The old file in a customer's inbox stays as it was sent.
- 03For the layout itself (what appears in the header and footer), open
Templatesin the Admin Console — email, PDF, contract and proposal templates each have their own editor.
§Two logos in the company
Brand intake reads the company website and proposes a logo; if the website logo is not the one used on paper, replace it in Branding — nothing on a PDF comes from the website directly.
§Still stuck
- ◆Send support the document number and a screenshot of the wrong element.
§Related
- ◆Branding, themes, and guided setup (Admin + billing)
- ◆Templates: email, PDF, contracts, and proposals (Admin + billing)