đ Before customizing a style, make sure you've created one first. See Setting Up Document Styles.
The Document Style Editor lets you fine-tune the design of your PDF documents. Hover over any section in the editor to preview which part of your document it affects. Use the right-hand preview panel to see changes across invoices, deal and budget proposals, budget statuses, and purchase orders.
đ Use the horizontal scrollbar in the preview panel to check how your style applies across all document types.
Typography
Upload custom fonts and apply them to different sections as you build your style.
Supported formats: OTF, TTF, WOFF, and WOFF2.
Maximum font file size: 300 kB.
Upload up to 4 fonts per style.
đ Font files must follow this naming format: name-weight-style.extension (e.g., Arial-Bold-Italic.ttf).
Document Page Settings
Set the background color for your documents.
Adjust the page margins to suit your layout.
Section Styling
Customize headers, info sections, notes, and footers.
Control their alignment (left, center, or right) and spacing between elements.
Text Settings
Modify font family, font size, line height, and text color for each document section.
Click a section to open its editor for detailed customization.
Apply any custom fonts you've uploaded to specific sections.
đ Settings saved for Heading 1, Heading 2, Heading 3, Body Text, Caption, and Footer Text in the style editor are also available as choices in the Document Template editor.
Tables
Style table borders, including color, style, and width.
Customize Pricing, Totals, and Grand Total table sections: cell spacing, border color/style/width, row shading, and background colors.
Adding Your Brand Colors
Use the color picker to select colors manually, or the dropper tool to sample colors directly from your screen. Enter precise color codes in RGB, HSL, or HEX formats.
Best Practices for Document Styles
Create brand-consistent documents: Upload your company's fonts and use consistent colors across all document types.
Highlight key information: Use bold headers or colored backgrounds on totals or deal highlights to draw attention.
Simplify and organize tables: Use alternating row colors and adjust border styles for readability.
Adapt styles for specific use cases: Create separate styles for different needs (e.g., minimalist for invoices, detailed for proposals), or duplicate the default style for seasonal campaigns.
Preview frequently: Use the right-hand preview to confirm changes apply correctly across all document types.
Applying Your Document Style
đ Once your style is ready, see Applying and Managing Document Styles so the style you defined here can be applied to a document template of your choice and exported/sent as set up.
