#11 How to Change the Document Settings

The document style that you choose can reflect a lot about your company. As a result we have many options for you to choose from. You also have the freedom to arrange the order of the pages of your templates/quotes. This freedom can help you stand out from other operators and gives you a solid chance of creating unique and original documents!

Changing the document settings in a template/quote

If you would like to change one document (Template/Quote) in isolation follow the next few steps.

Editing a document directly will only affect that document in isolation. Leaving all other templates and unsent quotes in their original format.

Organizing Pages

1. Navigate to the template or quote in question

2. Navigate to Step 3 ‘Preview and Edit’

3. Click on the gear icon in the top right of the screen labelled ‘Document Settings’

4. in the ‘Organize Pages’ tab you can drag and drop the pages to rearrange the order of the document

5. On the right hand side there is a column labelled ‘Hide in Quote’. Check any of these boxes to hide the corresponding page

Hiding pages can come in handy when clients ask for a more concise version of the quote. Usually after requesting a follow up version. In some cases they may only want the pricing page emailed to them!

Changing the Style and Color

1. Navigate to the template or quote in question

2. Navigate to Step 3 ‘Preview and Edit’

3. Click on the gear icon in the top right of the screen labelled ‘Document Settings’

4. Click on the tab ‘Style and Color’

5. Select the new document style and/or color you prefer

Changing your document styles within an individual document can be a way to indicate the different comfort types of each tour. For example the more luxurious tours could use the ‘Onyx’ style whereas family oriented tours can use the (aptly named) ‘family’ style.

Please remember that the document style and color should reflect your brand. Make brand recognition a top priority when changing the creative elements of any template/quote.

Changing the document settings in your Global Settings

If you would like to make a mass style/color/page order update to all of your templates and unsent quotes at once, follow these steps

Changing the Style and Color (Global Settings)

1. Navigate to your global settings by clicking ‘Settings’ in the top right of the screen.

2. Click on ‘Style’ under ‘Quote settings’ in the left side menu.

3. Make your selection

4. Click save. Select whether or not you want to push this update to all of your templates/unsent quotes or not.

If you leave the boxes pictured below unchecked, all templates and unsent quotes will keep their current settings and only new documents you create in the future will experience the change.

Organizing Pages (Global Settings)

1. Navigate to your global settings by clicking ‘Settings’ in the top right of the screen.

2. Click on ‘Organize Pages’ under ‘Quote settings’ in the left side menu.

3. Drag and drop the pages to the desired order

4. Click save. Select whether or not you want to push this update to all of your templates and/or unsent quotes or not.