Customize Your Estimates

To customize your estimates in The Customer Factor, please hover over the "Prospects" tab and click "Estimate Format". Or you can click here to visit the estimate format screen.

We currently have 3 different estimates to select from. Click on the "Format 1", "Format 2" or "Format 3" links to view the different formats. Once this is done, you can scroll down the screen and do many different customization options such as uploading your logo, resetting your estimate numbers, changing your font style, setting your preferred file name (proposal, estimate, or quote), adding some personalized text, etc., etc. 

Note: Make sure to follow the recommended size for the logo. If you're not able to resize your logo, you can send the logo to us at support@thecustomerfactor.com as an attachment and we'll do it for you. Make sure to include your username in the email.

After you're done, you can then update and preview the changes at the top right of your screen. And that's it!

Best Regards,