Overview
The PDF export feature in INGENIOUS.BUILD is available across various platform features. With customizable export settings, you can adjust the page numbering, footer and logo to ensure your PDFs maintain a professional and cohesive appearance that aligns with your company’s identity.
Pre-requisites
The Company Information and Office Locations must be set up so that the export settings can pull the company name, address, website, office phone number, and company email.
Only Admin Account Types have access to adjusting PDF Export settings.
Process
Navigate to Company Settings by clicking the profile symbol in the bottom left corner of the screen.
Click the Exports tab to access the PDF settings.
Click Proposal, then click Edit.
Enter fields with information you want to appear on PDFs exported from the platform for your company:
With Slashes:
Without Slashes:
Enable Page Numbering: choose to show the page number on each sheet printed (recommended).
Format Footer: select which data points you want to show in the footer by choosing the available variables. Leave only 1-space between the data points. Any more than 1-space between the data points will void the entry. Copy/ Paste each variable to the position you want it to appear in the footer. See below for example:
Priority List: This list defines the order of what to remove first starting from the bottom of the list when some information doesn't fit on the footer.
Pro-Tip: if your company name is too long to fit in the footer, remove it first to guarantee the remaining information shows in the footer. The company name will be present in the logo located at the header.
5. Click Save to keep edits.
Note: To preview how the PDF header and footer will look, save the edits go back to the general tab, and click Preview.
Adjust Settings for introduction of Proposals
The introduction text for proposal PDFs can be customized to your company's preferred standard. This paragraph will proceed with the Project Scope and summary of all proposals. To adjust the Proposal 'Intro Text', complete the following:
Click the Proposal tab within the Exports page of Company Settings
Copy and paste the capitalized phrased variables and place them around the general language you want every proposal to contain.
COMPANY_NAME: the name of your company TYPE_OF_SERVICE: this is populated from within the Proposals feature as the "Type of Service" entered in on the Scope of Work page SECONDARY_PROJECT_TITLE: This is populated from within the Proposals feature as the "Project Type" entered in on the Scope of Work page.