General individualization
The general document individualization requires admin access rights and is set up for the entire workspace.
A - Page header
You can create the page header under Workspace settings / Document templates / Company-Logo.
The page header can be a .png, .jpg or .svg graphic. We recommend .svg. You can find a template at the end of the article.
B - Sender address
The sender address is created from the details in your own address. You can maintain the data at https://contacts.goos.cloud.
C - Header text
You can create and format the header text under Workspace settings / Document templates / Header-Text.
D - Fonts (OS/ Business only)
You can create your font as a True Type font (.ttf) under Workspace settings / Quotation and invoice documents / Brand headline font & Brand text font.
G - Brand-Color (OS/Business only)
You can create your font under Workspace settings / Quotation and invoice documents / Primary brand color.
J - Footer text
You can create and format the footer text under Workspace settings / Document templates / Footer text or Legal text for invoices.
K - Page footer (OS/Business only)
You can create the page header under Workspace settings / Offer and invoice documents / Brand document footer.
The page footer can be a .png, .jpg or .svg graphic. We recommend .svg. You can find a template at the end of this article or contact our support team.
Project content
E - Offer version name (optional)
The quote version name is optionally requested when exporting a quote.
F - Offer description (optional)
The offer description is created in the project settings under Project Settings / Offer description.
H - Offer Section description (optional)
Each Budget Section can have an individual description, which is created and formatted directly in the budgeting interface.
I - Offer Item description (optional)
Each Offer Item can have an individual description, which is created and formatted directly in the budgeting interface.