“Accent” PDF Template Style and Gradient Color Options

1. 'Accent' Template:
   • A modern, airy, and elegant design for your documents (Quotes, Invoices, Orders, Proforma Invoices, Delivery Notes, Purchase Orders).
   • A distinct structure, for example, with a footer optimized to include more of your company's contact details in a visually pleasing way.
2. Advanced Color Options - Gradient:
   • Full Customization: Choose two distinct colors and define the gradient direction (e.g., left to right, top to bottom, etc.) to create a unique look.
   • Predefined Gradients: For speed, you can choose from a selection of predefined, ready-to-use gradients.
   • This option is available for the new 'Accent' style, but also for other template styles.

How to use?

A. Creating a new template with the 'Accent' style and gradient color:

1. Navigate to Settings (from the main left menu, the last option) -> Templates.
2. Select the PDF tab.
3. Click the + New PDF Template button.
4. In the creation form:
   • Choose the Document type (e.g., Quote, Invoice, etc.).
   • Under Template Style, select the new style: Accent.
   • In the Color section:
     • Click on the color field.
     • Under Type, choose Gradient.
     • Option 1 (Custom): Select the two desired colors and then choose the Gradient Direction.
     • Option 2 (Predefined): Choose one of the predefined Gradients from the displayed palette.
   • Fill in the Template Name and other required fields.
   • Organize the variables in the new 'Accent' template layout.
5. Click Save.

B. Updating an Existing Template to Use the 'Accent' Style:

You can update an existing template in two ways:

B1. By Cloning (Recommended to keep a copy of the original template):

1. Navigate to Settings -> Templates -> PDF tab.
2. Identify the template you wish to update.
3. Click the Clone Template icon (the one with two overlapping files). This creates a new copy of the template, allowing you to keep the original as a reference should you wish to return to it later.
4. In the cloned template form (which is now a new template):
   • Under Template Style, change it to Accent.
   • Modify the Color option to use Gradient, following the steps in point A.4.
   • Update the Template Name if necessary (e.g., "Accent Gradient Quote").
5. Click Save.

B2. By Direct Editing (If you wish to permanently change the style of the existing template):

1. Navigate to Settings -> Templates -> PDF tab.
2. Identify the template you wish to modify.
3. Click the Edit Template icon (the pencil).
4. In the editing form:
   • Under Template Style, change it to Accent.
   • Modify the Color option to use Gradient, following the steps in point A.4.
5. Click Save.