PDF Customization: Here’s What’s New

Since launching our PDF customization feature in beta, we have been listening closely to your feedback and getting to work. Here is a look at what we have added.

Set Your PDF Style by Account

The biggest update is the ability to set a PDF style at the account level. This means you can tailor the look and feel of your PDFs to match the tone and branding of each account, creating a more consistent and professional experience for your customers. To get started, navigate to the PDF section in your account settings within the CMS platform.

Additional improvements include:

• Several templates to choose from
• Font style and brand color customization
• The ability to choose which sections to display
• Improved usability

If you have any feedback or questions, do not hesitate to reach out to our support team!