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How to upload your own PDF template?
How to upload your own PDF template?
Corrie Hermans-Webster avatar
Written by Corrie Hermans-Webster
Updated over a week ago

To ensure that the PDFs you download from Rodeo have your own corporate identity, you need to upload your own template.

You can do this by going to the settings at the bottom of the left menu. There, you can choose PDF templates.

At the bottom of the page, you can add a JPEG document for the first page, as well as for subsequent pages. This applies to estimates, invoices, and purchase orders.

There are a number of conditions to achieve a good template layout.

You can read how to meet them here:

Header & Footer

For all three documents, you can decide what percentage of the PDF you will use for the header and the footer. Keep in mind that this space is based on content variables. The larger the header, the less space on the first page.

Font type

It is possible to use Google Fonts. This means that you can choose from the fifteen most common fonts available. You can modify that here, as well.

Structure of the PDF

To make sure that you send the PDF with the desired result, it is now possible to double-check it before you upload.

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