Theme (quotation layout)

Disclaimer

All screenshots in the article were taken in the Dutch version of Nmbrs Accounting.

When setting up your quotation layout, several options are available that allow you to personalize the appearance of your quotations.

The layout determines what the quotation looks like, what data will be printed on it, where the address block will appear and what will appear in the accompanying mail.

The following quotation layout settings can be entered or changed:

• General settings
  Includes options such as quotation attachments.
• Quotation columns
  Determine which columns are visible on your quotations.
• Page layout
  Settings for such things as page footer.
• Paper settings
  Choose the paper size and printing options.
• Address positioning
  Settings for the positioning of the address on the quotation.
• Theme
  Customize the template colors of your quotation.
• Email template
  Set the subject and text of the email used to send quotations.

Each setting is described in detail in a separate article.

Access to Theme settings

To access:

• click on the Settings icon in the navigation bar
• in the now-opened screen, click on Sales settings
• then scroll to Quotation layouts.
  
  

Create and change quotation layouts

To change an existing quotation layout, click on the line of the corresponding quotation layout.

To create a new quotation layout click on the + New Layout button.

Set theme

You can easily control which colors are used in your quotation layout, allowing you to personalize the look of your quotations to align with your company style.

Select the required template colors for your quotation layout to match your company style.

Reset default colors

Click on the Cancel button at the bottom of your screen to reset the color settings to the default colors of the chosen template. This gives you the flexibility to reset to the original template settings with one click if your changes are undesirable.