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How do I Configure Cover Page for PDF in the Estimates App?
Updated on November 16, 2018 05:37AM by Admin
Apptivo Estimates App allows you to configure the Cover Page for the PDF which you send it to your customers. It is a drag and drop attribute which will always be added to the top of the PDF as a separate page, when placed anywhere in the template.
Note: You can have either an Image or Text as the cover page, according to your business requirements.
Steps to Configure Cover Page for Estimates PDF
- Log in to your account.
- Click on More (...) icon and go to Estimates App Settings > Customize App > Cover Page from the left navigation panel. Click Create to create a new cover page.
- Create Cover Page popup will be displayed.
- Enter the following details:
- Name - Name of the cover page.
- Description - Description of the cover page.
- Type - Type of the cover page (either Image/Text)
- Background - Select the required color to be set as the background color.
- Cover Image - Browse the required cover image, if the above selected Type is Image.
- Text - Enter the required text for the cover page, if the above selected Type is Text.
- Click Create.
- Now move on to Customize App > Print/Web Layouts > and select the required template.
- Drag and drop the Cover Image attribute from the Palette. Click Save.
- Note: In order to have the cover page, ensure to enable it from the Master Layout > Hierarchical View.
- Now create a new estimate and send it to your customer. (Ensure to select the above configured Cover Page and PDF Template)
- You can view the cover page at the first followed by the estimates information.
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