Skip to main content
The Design tab of Integrations → Sales documents decides how your documents look. Start from a predefined template, or set each control yourself. Everything is shown against a live preview of the real PDF.

​
Start from a template

One click sets the layout, colour, spacing and which blocks print. Adjust anything afterwards.

​
The controls

​
Layout

​
Accent colour

Eight presets — Ink, Indigo, Navy, Emerald, Teal, Crimson, Amber, Plum — or any colour you enter as a six-digit hex value. It colours the title, the band on a colour-band layout, the table header and the Total row. Text sitting on it flips to black or white automatically so it stays readable.

​
Spacing

Compact, Comfortable (the default) or Spacious. Type size, cell padding, gaps and margins all move together.

​
Paper

A4 or US Letter.

​
On the document

Courtesy blocks you may switch off. All are on by default.
Design changes how a document looks, never what it says. No option renames the title, drops the HSN column on a GST invoice, hides the note that says a document is not a tax invoice, or removes the page numbers.

​
The preview

The panel on the right is the real PDF, rendered by the same code that renders a real document — a sample invoice built on your own business name, GSTIN, bank details, footer, logo, signature and custom fields, with a sample delivery charge and bill discount so every row of the totals block shows. It re-renders as you change things and consumes no invoice number. Use Preview as to see a different document type. On a phone that will not show a PDF inline, an Open button does it instead.

​
Design is frozen when a document is issued

The appearance is copied onto each document as it is issued, exactly as the company details are. Changing your accent colour tomorrow redraws nothing you sent today — re-opening an old document always reproduces what the customer holds.
Documents issued before the Design tab existed carry no appearance and render exactly as they always did.

​
The logo and the signature

The logo is your workspace logo, uploaded in Settings. The signature is uploaded on the console’s Settings tab — see Signature. Both must be PNG or JPEG. If either cannot be fetched the document is still produced, without it.