Branding
Markup Template - PDF Template Creator
Overview The ‘PDF Template Creator’ allows users to configure and change their own PDF templates. These include the following template types: Quote Letters Invoice Letters Purchase Orders for Inventory Purchase Orders for Outsourcing Production Job ...
Setting up a Customer Portal & Branding
This article is intended to help with the steps to setup a customer portal within your site so they can log in and see their own quotes, jobs, order via simplified or send in an RFQ. Step 1 - Setting up the Customer User This is done in the USER ...
Customised Header
CUSTOMISING HEADERS AND FOOTERS FOR YOUR BRAND This is where you can update the branding of your site such as the ‘Header’ and ‘Footer’. Admin > Customise The customise screen will open. Click Branding. Customised Header / Footer Here you can ...