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How to Customize your Document Header
How to Customize your Document Header

This article will help you customize your document header, for professional quotes & invoices that reflect your company brand.

Amanda avatar
Written by Amanda
Updated over a week ago

So you've created your first quote or invoice, but maybe your company header is too large and taking up too much room on your quote template (like the example below) or maybe you would like to customize your company header to better reflect your brand.

Customizing and formatting your company header in Tolteck is easy! Simply follow the steps below. 

Step 1: Go to your “Settings” in your Tolteck account

Step 2: Format your Header

On the right-hand side of your account settings you will see your “Default Header” (as pictured below). Click on edit (or click on the box) and a formatting box will appear.

Using the formatting options you can change the font, size, color, orientation, ect of your company header. 

As you edit your header you will see a preview appear below

STEP 3: Add your logo!

A company logo takes your document header to the next level. To add your logo, first click on “Add an Image” 

Next, select the image you would like to add and click “choose file”

Then position your logo to fit your header using the yellow toggle

STEP 5: Now your header is ready to go! But don’t forget to save your changes!

Still have questions? Send us a chat! 👇 We are here to help 💪

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