The Design section allows you to customize the visual appearance of your invoices and estimates to ensure they match your brand identity. You can select templates, set brand colors, choose fonts, and manage your authorized signatures.

1. Navigating to Design Settings

To access the customization tools:

• Log in to your Cordlo account.

• Select the specific Business you want to configure.

• From the sidebar menu, click on Settings.

• Navigate to the Design tab.

2. Selecting a Document Template

Choose a layout that best fits your professional style:

1. Locate the Select Template section.

2. Choose from available layouts such as Classic, Modern, or Minimal.

3. Click on a template to select it. You can view a live preview of how your information will look in the selected layout.

3. Customizing Brand Colors and Typography

Personalize the document to match your company’s branding:

• Brand Color: Use the color picker to select a primary color. This color will be applied to headers, borders, and accents on your documents.

• Typography: Select a font from the available list that aligns with your brand’s voice.

4. Managing Signatures

You can add an authorized signature to be automatically appended to your documents. Cordlo provides two ways to do this:

Option A: Drawing a Signature

1. Navigate to the Signature section within the Design tab.

2. Choose the Draw option.

3. Use your mouse or touch screen on the digital pad to draw your signature.

4. Click Save Signature.

Option B: Uploading a Signature Image

1. Choose the Upload option.

2. Click the upload area to select a signature image from your device.

3. Ensure the image is clear and has a transparent or white background for the best look on documents.

5. Saving Your Design

1. Review all your changes in the preview area.

2. Click the Save Changes button to apply the new design.

3. The updated design will be applied to all newly generated invoices and estimates.

6. Document Type Specific Settings

You can switch between different document types (e.g., Invoices vs. Estimates) to see how your design choices affect each one specifically. This ensures that your brand remains consistent across all types of financial communication.