Document Branding

Customize how your estimates, invoices, and change orders look — colors, fonts, header and footer text, table chrome, and the document contact email.

Where to Find It

1. Open Global Project Configuration from the navigation
2. Scroll to the Document Branding panel (orange gradient stripe)
3. Edit any field — changes auto-save after a 2-second pause, or click Save now in the panel header
4. The live Preview tile on the right shows your changes immediately

Changes apply to newly generated documents. Existing saved estimates, invoices, and change orders keep the look they were saved with — the snapshot model is intentional so historical documents don't shift when you update your brand.

Colors

• Primary — title text color on every document. Native color picker plus a hex input.
• Accent — border accents (estimate header underline, change-order divider). Same picker shape.

If the Primary color you pick fails WCAG AA contrast against white, an inline warning appears under the field. The warning is advisory — you can save anyway.

Fonts

• Heading font — used on the document title (ESTIMATE / INVOICE / CHANGE ORDER)
• Body font — used on the rest of the document

Both are dropdowns of 10 curated Google Fonts that read well in print: Inter, Source Sans 3, Lato, Work Sans, IBM Plex Sans, Merriweather, Playfair Display, Source Serif 4, IBM Plex Serif, Lora. You can't type an arbitrary font name — this keeps your documents from breaking on a typo or a font that doesn't render cleanly in PDF.

Document Contact Email

This is the email shown to clients in document footers via the {tenant.email} variable. It's separate from your account email (sign-in) and your invoice email (replies to invoices), so you can publish a sales-facing address without exposing your other inboxes. If left blank, {tenant.email} falls back to your account email.

Page Chrome — Header & Footer Markdown

Two markdown textareas. Whatever you type renders above (header) or below (footer) every generated document. Markdown formatting works (bold, italics, headings). You can mix in variables that auto-fill from your company profile:

• {tenant.companyName} — your company name
• {tenant.email} — document contact email (falls back to account email)
• {tenant.phoneNumber} — your phone
• {tenant.website} — your website
• {tenant.address} — composed address (Address, City, State ZipCode) — skips any pieces you haven't filled in
• {date.today} — today's date (formatted)

The existing document already shows your full company info (logo, name, address, phone, email) above the line-item table. Use the header markdown for things the existing block doesn't show: a tagline, a contract number, a document classification line, or a legal disclaimer.

Table Styling

Four optional color fields that control the table chrome in your documents. Each falls back to a sensible default tied to your Primary/Accent colors when left blank:

• Section divider — line under room headers, divider above totals, sub-section underlines. Falls back to your Accent color.
• Table cell border — the lines between cells in line-item tables. Falls back to neutral light gray (#ddd).
• Table header background — the column-header row's background. Falls back to a 12% tint of your Primary color.
• Table header text — text color in the column-header row. Falls back to your Primary color.

Emphasis Row Tint

Background tint for emphasized rows — category dividers (the "Displays" / "Audio" / "Conferencing" bars inside line-item tables), per-room totals rows, and the project summary header and totals rows. Unlike the other color fields, this one is a curated 6-swatch palette (Paper, Ice, Cool gray, Warm gray, Sand, Slate) with no hex input — picks are limited to neutral tints that stay readable.

Click a swatch to select it; click the × chip to reset back to the legacy gray.

Live Preview

The preview tile to the right of the form is a small faux document that renders with your current settings — company name, ESTIMATE title, divider, sample totals, sample line-item table with category and totals rows. It updates on every change so you can iterate without generating real estimates.

What Applies Where