Customize the logo and layout of your quotes and invoices

Set up the visual appearance and the default details of your quotes and invoices to keep them consistent with your company's branding and simplify document creation.

These settings are available in the admin panel, on the Logo and default information and Layout and colors pages of the quotes and invoices settings.

How do you set up your logo and default information?

Follow these steps:

1. Click your avatar at the top right.

2. Go to Admin panel > Sales process > Quotes and invoices > Logo and default information.

3. Fill in the information that should appear by default on all your quotes and invoices.

You can define the following information:

• Company logo: add or replace the logo that appears on your documents. This is currently the only image that can be customized.

• Company name and address: enter your company's name and address to appear by default on all documents.

• Legal information: use this field for any legal details that must appear on your documents, such as your company identifier or VAT number.

• Default currency: choose the currency you work with for your quotes and invoices. You can change it for a specific document in a specific lead. For example, you can set USD as the default currency, then issue an invoice in euros or pounds if a client is in the Eurozone or the UK.

• Columns: optionally add a tax column and a quantity column to your documents. These can be adjusted per document as needed.

• Predefined tax values: define tax percentages for easy selection. The first percentage is used by default.

• Footer: add any footer text that should appear on all pages of your documents (for example, a company tagline or legal disclaimer).

• Invoice terms: set the default terms of your invoices, such as the default payment deadline.

• Quote validity: define how long a quote stays valid (for example, 30 days). The validity period starts when the quote status changes from draft to pending.

• Quote terms: set the default terms of your quotes.

Important: Make sure your company name, address and legal information are accurate and up to date: these details appear on every document.

How do you choose the layout and colors of your documents?

Follow these steps:

1. Click your avatar at the top right.

2. Go to Admin panel > Sales process > Quotes and invoices > Layout and colors.

3. Under Select your template, choose the template that best matches your company's look and feel.

4. Under Customize your colors, choose the Main titles color. It applies to specific elements across all your documents.

The following templates are available:

• noCRM default: classic layout for general business needs.

• Centered: centered layout for a clean, balanced appearance.

• Book theme: structured, professional layout that promotes your company identity.

• Left sidebar: modern layout with a sidebar on the left.

Note: Only one template can be used at a time. More template options may be available in the future.

Best practice: Choose a template that matches the purpose of your documents: Centered or Left sidebar may suit creative industries, while noCRM default or Book theme may suit formal business contexts. Pick a color that contrasts well with the text for readability and complements your logo.

How do you save time when entering products and services?

Although it's not possible to import a list of products or services, noCRM remembers the text you previously entered (such as product descriptions) so you can reuse it when you create new quotes and invoices.

Best practice: Use consistent wording in your product descriptions to keep a professional and cohesive tone across documents.