Step 4 – Customizing Estimates

To customize your estimates, pls hover over the “Prospects” tab and click “Estimate Format:

Or you can click here to visit the estimate format screen.

invoice format

Select the “Customize Estimate” option which opens up the customization area. You can select from one of 3 formats, upload your logo, change your font size, choose to display/not displays all kinds of different information on printed/pdf estimates, add some personalized text, etc.

estimate format

Make sure to follow the recommended size for the logo. If you’re not able to resize you’re logo, you can send it to us and we’ll be glad to do it for you.

upload logo-

You can preview at any time (w/o having to update) as you customize your estimate.

Best Regards,






Leave a Reply