Customizing an estimate

Cashboard gives you full access to customize your estimate documents visually any way you see fit.

By default, we give you a flexible notes area and a terms and conditions box to enter any freeform text you choose, but if you need something more than that you can dig deeper and edit the templates used to create your estimates.

Estimate templating

Using our templating language you can modify your invoices to look just how you want them.

Things you can do with Cashboard's templating language

  • Add default terms and conditions that get added to every quote
  • Fully customize the language of your estimate
  • Fully customize the layout
  • Upload images
    • Add your company logo
    • Upload an image of your signature to personalize your documents
  • Change all the colors to reflect your company's branding

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