You can send customized PDFs of quotes, invoices, bills and more using Scoro. You can use the existing templates and modify the themes by adding or removing information. This way, whenever you send out a document from Scoro, it will look professional and include all the necessary data. Learn the basics with this article.
View the default template
You can look at the existing templates by opening up a quote or any other sales document in Scoro and clicking the PDF button.
Add company logo and information
To make the PDF look your own, you can add your logo and company details to it. First, navigate to Settings > Site settings > Company data and logo. Here, you can fill in your company information and bank details, which are added by default to all financial documents you generate.
Then, add your company logo. The system will dynamically resize the logo upon upload, with a maximum height of 45px. The width is automatically aligned to maintain the image's proportions.
Modify or add new PDF templates
To change anything else you see on a PDF, navigate to Settings > Site settings > PDF templates. Here you can click on an existing template or create a new one.
A PDF template in Scoro is divided into five sections: settings, header, main content, price calculation table and footer. Let's look at the basic structure of all PDF templates and what you can modify or add under each category.
- The Settings tab is where you can modify the font type, margins, logo size and everything else related to the page layout.
- The Header tab lets you update and rearrange the top part of the document, which holds onto dynamic content such as company information and client information. The dynamic content is pulled from the respective fields in the system.
- The Main content includes the price calculation table, that holds onto the service lines you add to your invoice. In addition to this, you can add any other information here according to your requirements. For example, you could add a table for terms & conditions and copy the text there.
- The Price calculation tab allows you to build a table that displays the data entered into the document's products and services lines. To modify the table's content, drag and drop the relevant fields to rearrange. For example, by default, the Total's block that summarizes the service pricing holds onto the following fields: Subtotal, Discount, Tax and Total. If you wish to Include also Sum without Tax in your PDF, simply drag the field to the total block
You can also edit the field widths and titles to match your company's branding, ensuring the table's total width is 100%.
- Lastly, the Footer tab controls how the bottom of your document looks like. The footer is often used for displaying company-related information and bank details.
You're now familiar with the basics of personalizing your PDF templates. We recommend reading the comprehensive step-by-step guide below if you want to explore more advanced scenarios, such as incorporating custom fields and dynamic values into your templates.
Once ready, proceed to the final step in the site configuration series to set up relevant integrations.