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Adjusting your settings for PDF exports

Configure PDF export settings in Company Settings to apply branding, headers, footers, page numbering, and proposal intro text, ensuring all exported documents are consistent, professional, and aligned with company standards.

Written by Carmela Flores

Overview

Exports Settings ensure all exported PDFs are professionally branded, consistently formatted, and clearly structured by applying company logos, headers, footers, page numbering, and standardized proposal text, improving document clarity, compliance, and presentation quality across all outputs.

Prerequisites 

  • 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 

Adjusting General Settings for PDF Exports

  1. Navigate to Company Settings by clicking the profile icon in the bottom-left corner of the screen.

  2. Click the Exports tab to access the PDF settings.

  3. Under the General tab, click Edit.

  4. Here, you can add your Documentation Company Logo.

  5. Enable Append footer on exports and Page numbering by toggling both settings to Yes.

    • Page numbering: Choose to show the page number on each sheet printed (recommended).

    • Append footer on exports: Adds a footer to all exported documents.

  6. Click Save. A green banner will confirm that the settings have been updated.

Adjusting Settings for Proposal PDF Exports

  1. Navigate to Company Settings by clicking the profile icon in the bottom-left corner of the screen.

  2. Click the Exports tab to access the PDF settings.

  3. Click the Proposal tab, then click Edit.

  4. Enter the intro text that will appear on PDFs exported from the platform for your company.

    Intro Text:

    COMPANY_NAME is pleased to submit this proposal for TYPE_OF_SERVICE associated with the above-mentioned project. We look forward to working with you on this PROJECT_TYPE and thank you for your consideration of COMPANY_NAME.

    Variables:

    • COMPANY_NAME

    • TYPE_OF_SERVICE

    • PROJECT_TYPE

  5. Click Save. A green banner will confirm that the settings have been updated.

Note: To preview how the PDF header and footer will look, save the edits go back to the general tab, and click Preview.

These settings ensure all exported PDFs are consistently branded, well-structured, and professionally formatted across the platform.

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