Branding & dashboard - Docs

Put your logo and bank details on every document, and track pipeline and win rate on the dashboard.

Branding settings control how your documents look to a client, and the dashboard gives you a running view of the pipeline behind them.

Setting up branding

In Settings, upload a logo (it is compressed automatically and used across quotes, proposals and the client offer page) and a separate square icon for the organization switcher. Pick a brand color, previewed live against your organization name, which is used in PDF exports and on the offer page.

Under Document design, choose a font, a table header style, whether the brand color bar appears and how bold it is, and which elements print: logo, contact info, section headers, SKU column, discount column, and legal footer information. A live preview lets you check a quote, invoice or order against real sample data as you change these settings.

Under Proposal design, choose a cover style and switch proposal sections, overview, featured products, payment schedule, and the floor plans link, on or off.

Legal and bank details

Fill in your legal entity name, VAT number, company registration number, tax label, default tax rate, default deposit percentage, and payment terms in the general settings, and your bank details on the same page. Bank fields adapt to your country: IBAN and BIC for most of Europe, routing and account number in the US, sort code in the UK, and similar per country elsewhere. Bank details are stored encrypted and only decrypted when a document is generated.

The dashboard

The dashboard opens on five tiles: pipeline value, active projects, quotes sent, won value, and customer count, each with the change since last month where there is a real prior month to compare against. Below that sits a six month pipeline trend, a pipeline by status breakdown, a quote conversion funnel showing Draft, Sent and Accepted counts with a win rate, a list of your top customers by pipeline value, and your most recent projects with a link through to each one.

Tips

Branding changes apply the next time a document is generated. A previously exported PDF does not update retroactively.
The dashboard's six month window is fixed and is not adjustable to a custom date range.
Win rate on the quote conversion funnel is calculated against quotes that have been sent, since an accepted quote was sent first.