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, payment receipts, work orders and custom documents. A logo that's too small looks like an afterthought, and one that's too big pushes the important details down the page.

Your company has one saved logo. Every template shows it through a 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.

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 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.

Add or change the logo itself

Until a logo is on file, the LOGO block shows a short note instead of a picture. Only an admin can change the logo.

  1. At the bottom of the menu, click the gear (Settings).
  2. Under Account, click Account.
  3. In the Logo card, click Add a logo (or Replace logo) and pick a PNG, JPG or SVG file. Remove takes it off.

Every template picks up the new picture straight away, and so do the customer portal and your emails. The phone app has the same Logo card under Settings › Account.

Tip: The Logo card on your dashboard's Website › Business Info tab is a different picture. That one goes on your website, not your documents.
  1. In the designer, click the logo on the page. The editing toolbar appears above it, and small square handles show at its corners. If you don't see the handles, click the logo once more.
  2. Drag a corner handle to make the logo smaller or bigger.
  3. Click Preview to see the document filled in with sample details. Close it with the ×.
  4. When you're happy, click Save. Saved appears next to the buttons.

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 a 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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