How to Add Your Logo to Quotes

  • Updated

Upload your logo to a quote once, and your logo will be retained for every quote created thereafter. Once you have a quote created in your account, here's how to upload your logo. 

First, let's find your new quote: 

  1. Click Orders in the left-hand menu
  2. Choose Quotes
  3. Click Quotes to Customers
  4. On the Quote Search page, click Recent Quotes - 30 Days to the rightfile-s1YI3mrzeZ.png

  5. On the next screen, you will see all quotes created within the last 30 days, click details to the right of a recent quote

Now that we have your quote opened, we will edit it to add your logo

  1. With your quote open, click the What Do You Want To Do? drop-downfile-n0S3Dh6UD9.png

  2. Select Edit Quote in the drop-down
  3. Click Go
  4. On the Customize Quote page, click Upload/Change Logo/Header Imagefile-YUoCIWO6yn.png

  5. In the upload window, click Browse
  6. Select your logo in your computer files, and click Open
  7. Now click Upload File
  8. Click the Close Window link
  9. Your logo should now appear on the Customize Page

  10. Click Save Changes at the bottom to save your logo for future quotes. 



Was this article helpful?

0 out of 0 found this helpful

Have more questions? Submit a request