Overview

Templates and branding that power PDFs, emails and batch outputs.

Document engine templates and branding power PDFs, emails, and batch outputs.

Where in the app

Open Settings → Visual identity. (UAT-C-DOCENG-BRAND-001)
Upload the company logo and select the supported colors and font. (UAT-C-DOCENG-BRAND-001)
Add the optional branded footer text. (UAT-C-DOCENG-BRAND-001)
Preview the default invoice through the same document engine used for final PDFs. (UAT-C-DOCENG-BRAND-001)
Open Settings → Documents → Templates to customize a template with the visual builder. (UAT-C-DOCENG-BRAND-001)
Generate a sales document and verify its logo, colors, typography, footer and legal blocks. (UAT-C-DOCENG-BRAND-001)
For several invoices, start the batch PDF export and download the ZIP when processing completes.

Document template admin permissions.