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Adding PDF Page Header & Footers
Give your exported PDFs a polished, professional look by adding custom headers and footers in QuoteCloud. In this quick guide, you’ll learn how to add your company logos, dates, and legal notices into your document layout. Watch now to ensure every quote you send is consistently branded and information-rich!
Frequently Asked Questions
What are page headers and footers in QuoteCloud?
Page headers and footers are fixed top and bottom sections that appear on every exported PDF from QuoteCloud. They let you add consistent branding, contact details, page numbers, dates, and legal text so every quote or proposal looks uniform and professional.
Why should I add headers and footers to my PDFs?
Headers and footers ensure consistent branding and legal compliance across all documents, improve navigation for long PDFs with page numbers or dates, and reinforce company and contact information on every page. For teams using sales quoting software or sales proposal software, this creates a more professional and trustworthy experience for clients.
What types of content can I include in a header or footer?
QuoteCloud supports a variety of elements in headers and footers, including text blocks, shapes, image blocks, barcode blocks and QR codes. Use these building blocks to include logos, legal notices, dates, page numbers, tracking barcodes/QRs, and other branded content.
How do I add my company logo to the PDF header and make sure it renders correctly?
Add your logo using an image block in the layout editor. Upload a high-quality asset, set an appropriate size and alignment, and place it within the header safe area. Always use Preview to confirm the logo displays clearly across pages before exporting your PDF.
Can I include dates, page numbers, and legal notices in headers or footers?
Yes. Use text blocks (and other supported elements) to insert dates, page numbers, terms, disclaimers, or legal notices into the header or footer so every exported PDF carries the required information. Check spacing and legibility in Preview to ensure the text doesn’t overlap other content.
How do I preview and test headers/footers before exporting a PDF?
Open the layout editor and use the Preview function to inspect headers and footers across single- and multi-page documents. Verify alignment, spacing, logo rendering, and that any barcodes or QR codes are scannable. Make adjustments in the editor, then export a sample PDF to confirm final output.
What are common issues when adding headers and footers and how can I fix them?
Common issues include blurry or cropped logos, overlapping text, and elements positioned outside the printable area. Fix these by uploading a higher-quality image, resizing or realigning elements in the layout editor, keeping content within margins, and using Preview to retest. If a barcode/QR doesn’t scan, increase its size or contrast and recheck in Preview.
Best practices for using headers and footers with quote and proposal software
Keep headers and footers concise and consistent—include only essential branding, contact info, page numbers, and any required legal text. Test layouts on sample multi-page documents, use high-resolution images, and rely on Preview before exporting. Well-designed headers and footers enhance readability and trust in your quotes and proposals generated by QuoteCloud or other quote software and proposal software.