Resizing your company logo on documents

In this article, you'll learn how to make your company logo bigger or smaller on your estimates, invoices, receipts, work orders and custom documents. It's worth a minute. A logo that's too small looks like an afterthought, and one that's too big pushes the important stuff down the page.

Your company has one saved logo. Every template pulls it in through its LOGO block, so no template keeps its own copy of the picture. Each template does keep its own logo size, though, so you resize it one template at a time.

Note: There's no place in the CRM's settings to upload or swap the logo itself. It comes from your company's setup with us. If your logo is missing, or you want a new one, get in touch with us and we'll change it for you. Every template picks up the new one. Until a logo is saved, the LOGO block shows a short note instead of a picture.

To open your document templates:

  1. At the bottom of the menu, click the gear (Settings).
  2. In the list that opens, under General, click Documents.
  3. Under Document templates, click the name of the template you want to change, or its Edit pencil.
Your document templates. Click one to open it in the designer.
Your document templates. Click one to open it in the designer.
Note: Resizing happens on the web, on a computer. On a phone-sized screen the designer just says it wasn't built for mobile. In the phone app, Settings › Documents lets you preview, add, duplicate and delete templates, but not design them.
  1. In the designer, click the logo on the page. The editing toolbar appears above it, and small square handles show on the logo. If you don't see the handles, click the logo once more.
  2. Drag a handle to make the logo smaller or bigger.
  3. Click Preview to see the document filled in with sample details. Close the preview with the ×.
  4. When you're happy with it, click Save. You'll see Saved next to the buttons.
Selecting the logo in a template and getting ready to save

If it won't get any bigger

Most templates start the logo with a size cap of 140 pixels wide and 140 pixels tall. If dragging won't take it past that, change the cap:

  1. Click the logo so the toolbar shows.
  2. Click the source code button (the <> icon). A Source code box opens with the logo's code.
  3. Find max-width: 140px; max-height: 140px; and change both numbers. Try 200px to start.
  4. Click Ok, then click Preview to check it.
  5. Click Save.
Warning: In the source code box, change only the numbers. If you edit the rest of the line, the logo may stop showing on your documents.

Give the logo more or less room

A logo never gets wider than the cell it sits in, so the row it's in matters too:

  • In a full-width row, it has the most room.
  • In a row split into halves or thirds, it can't get wider than that half or third.

You can't change how an existing row is split. You can add a new row with the split you want and move the logo into it:

  1. On the right, click the Layout tab and drag the row shape you want onto the page. Drop it on a row and the new row goes in above it. Drop it below the last row and it goes at the bottom.
  2. Hover over the logo's old cell and click the delete tab in its top-right corner. That clears the cell.
  3. Click the Tools tab and drag LOGO into an empty cell of the new row. Tools only drop into an empty cell that says Drag Something Here.
  4. Resize the logo the same way as above, then click Save.
Tip: Use the same steps if a template has no logo at all. Drag LOGO from the Tools tab into any empty cell.

Do the same for your other documents

Each template saves its own logo size, so resizing it on your estimate doesn't change your invoice. Click Back to return to your template list, open the next template, and repeat.

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