Brands Feature
“Brands” feature offers an opportunity to add and use another label, company information and logo when communicating with a client.
With this feature you can create clients and estimates with a brand different from the main brand and send your clients estimate and invoice emails with PDFs containing your preferred brands.
To access the “Brands” module, click on the user name at the top right corner and from the drop-down menu choose the “Brands” option.
In this section you can edit the existing brands as well as create new ones.
To create a new brand, click on the “Create New Brand” button at the bottom left side of the screen.
In the “General” section fill out the brand's name, phone number and email address.
In the "Address" section fill out the brand's address details.
If you want to use this brand as the default brand, tick the “It's Default Brand” box.
After the “General” and “Address” sections are filled out, click “Save” at the top right corner to save the brand.
After the brand is saved, you can start adding brand details such as logo, PDF terms and settings.
In the “Brands List” section on the left side of the screen you can find the list of all existing brands.
To delete a brand, click on the “Bin” icon next to the preferred brand.
Note that you cannot delete the default brand. To delete the default brand, mark another brand as “Default” and after that you will have the ability to delete the brand.
If you click on the brand, you can edit or add the brand’s logo, estimate and invoice PDF terms, PDF and review settings as well as edit general information.
In the “Logos” section you can view or change the logos for the chosen brand.
Note that if you want to change the logo from the default logos to new ones, you need to set up the logos for different pages such as the main logo, the logo to be used on the estimate PDF, payment PDF, the watermark, etc.
If you want to change any of the logos for the brand, click on the “Pencil” icon on the top, add the logo from your device, crop/rotate accordingly and click on the “Apply this image” button.
In the “Estimate PDF Terms” section you can view and edit the estimate terms and conditions for the brand.
You can use the options above the text field to make the terms and conditions file look according to the brand needs.
To see how the PDF looks, click on the “Preview” button in the top right corner where you can also download or print the file.
In the “Invoice PDF” section you can add the payment terms and conditions for the chosen brand.
You can use the options above the text field to make the terms and conditions file look according to the brand needs.
To see how the PDF looks, click on the “Preview” button in the top right corner where you can also download or print the file.
In the “Settings” section you can add the PDF footer to be used for all the PDF files.
You can use the options above the text field to make the terms and conditions file look according to the brand needs.
To see how the PDF looks, click on the “Preview” button in the top right corner where you can also download or print the file.
In the “Review Settings” section you can add the review message for the feedback page.
Note that you need to add the "Like" and "Dislike" messages separately in the respective sections.
You can use the options above the text field to make the terms and conditions file look according to the brand needs.
At the bottom of the screen links for the review are available.
The existing links can be edited or deleted:
To edit an existing link, click on the "Pencil" icon.
To delete an existing link, click on the "Bin" icon.
To add a new link, click on the "Plus" sign, add the required information and click on the "Tick".
After the review settings are set, your clients can easily leave you feedback on the Invoice Portal page when they receive the invoice.
The clients can click on the “Like” and “Dislike” buttons that will forward them to the respective page where they will see the already set respective text.
Once you make all the required changes and add the information needed, click on the “Save” button in the top right corner of the screen to save the changes.
The existing brands are available on the “Add Client”, “Client Profile” and “Create Estimate” pages.
On each of the pages, you have an option to choose another brand from the list.
To choose another brand, click on the brand and choose the necessary brand from the list.
With this feature you can create clients and estimates with a brand different from the main brand and send your clients estimate and invoice emails with PDFs containing your preferred brands.
To access the “Brands” module, click on the user name at the top right corner and from the drop-down menu choose the “Brands” option.
In this section you can edit the existing brands as well as create new ones.
Creating a New Brand
To create a new brand, click on the “Create New Brand” button at the bottom left side of the screen.
In the “General” section fill out the brand's name, phone number and email address.
In the "Address" section fill out the brand's address details.
If you want to use this brand as the default brand, tick the “It's Default Brand” box.
After the “General” and “Address” sections are filled out, click “Save” at the top right corner to save the brand.
After the brand is saved, you can start adding brand details such as logo, PDF terms and settings.
Editing a Brand
In the “Brands List” section on the left side of the screen you can find the list of all existing brands.
To delete a brand, click on the “Bin” icon next to the preferred brand.
Note that you cannot delete the default brand. To delete the default brand, mark another brand as “Default” and after that you will have the ability to delete the brand.
If you click on the brand, you can edit or add the brand’s logo, estimate and invoice PDF terms, PDF and review settings as well as edit general information.
“Logos” section
In the “Logos” section you can view or change the logos for the chosen brand.
Note that if you want to change the logo from the default logos to new ones, you need to set up the logos for different pages such as the main logo, the logo to be used on the estimate PDF, payment PDF, the watermark, etc.
If you want to change any of the logos for the brand, click on the “Pencil” icon on the top, add the logo from your device, crop/rotate accordingly and click on the “Apply this image” button.
“Estimate PDF Terms” section
In the “Estimate PDF Terms” section you can view and edit the estimate terms and conditions for the brand.
You can use the options above the text field to make the terms and conditions file look according to the brand needs.
To see how the PDF looks, click on the “Preview” button in the top right corner where you can also download or print the file.
“Invoice PDF” section
In the “Invoice PDF” section you can add the payment terms and conditions for the chosen brand.
You can use the options above the text field to make the terms and conditions file look according to the brand needs.
To see how the PDF looks, click on the “Preview” button in the top right corner where you can also download or print the file.
“Settings” section
In the “Settings” section you can add the PDF footer to be used for all the PDF files.
You can use the options above the text field to make the terms and conditions file look according to the brand needs.
To see how the PDF looks, click on the “Preview” button in the top right corner where you can also download or print the file.
“Review Settings” section
In the “Review Settings” section you can add the review message for the feedback page.
Note that you need to add the "Like" and "Dislike" messages separately in the respective sections.
You can use the options above the text field to make the terms and conditions file look according to the brand needs.
At the bottom of the screen links for the review are available.
The existing links can be edited or deleted:
To edit an existing link, click on the "Pencil" icon.
To delete an existing link, click on the "Bin" icon.
To add a new link, click on the "Plus" sign, add the required information and click on the "Tick".
After the review settings are set, your clients can easily leave you feedback on the Invoice Portal page when they receive the invoice.
The clients can click on the “Like” and “Dislike” buttons that will forward them to the respective page where they will see the already set respective text.
Once you make all the required changes and add the information needed, click on the “Save” button in the top right corner of the screen to save the changes.
The existing brands are available on the “Add Client”, “Client Profile” and “Create Estimate” pages.
On each of the pages, you have an option to choose another brand from the list.
To choose another brand, click on the brand and choose the necessary brand from the list.
Updated on: 28/11/2023