# Make your estimates and invoices look like your business > Settings → Document style sets the letterhead (Crewtavo's or your own), color, lettering, license number, insurer, contract, signature lines and footer that every estimate and invoice prints with, in every trade, with a live preview. **Settings → Document style** decides how your paperwork looks: the pages that print, the PDF you save, the pages your client reads before they sign, and the signed copy they get a link to. It works the same in every trade. As you change something, the letter-size pages beside it change too. ## Set it up 1. Open **Settings → Document style**. 2. Open each section and fill it in. The live preview shows a sample estimate as you go; switch it to **Invoice** to see a sample invoice. 3. Click **Save style**. Until you save, estimates use a plain built-in look, so nothing breaks while you're getting to it. Your first save stores your style as **Standard** and makes it the default. ### Letterhead - **Letterhead**: **Crewtavo's** (the default) prints your name, logo and details in the style you pick below. **Your own** prints your own letterhead instead (see below). - **Header style**: **Classic** (logo and name on the left, your details on the right), **Centered**, or **Banner** (a band of your color across the top). - **Logo**: comes from **Settings → Company**. Owners and admins can change it here too. See [Add your logo](https://crewtavo.com/docs/getting-started/add-your-logo/). - **Color**: your brand color, one of the suggested colors, or a custom one. - **Lettering**: **Modern** (the same lettering as the app) or **Classic** (a serif, like a printed letterhead). ### Use your own letterhead If you already have letterhead, from Word or a printer, Crewtavo can print on it. 1. Under **Letterhead**, choose **Your own**. 2. Click **Upload your letterhead** and pick the file. A PDF of a blank page prints cleanest (in Word, choose **File → Save as PDF**); Crewtavo uses its first page. A PNG, JPEG, SVG or HEIC picture, or a scan or photo of a printed page, works too. 3. In **Your letterhead**, drag **Header ends** to where your letterhead's top ends, and **Footer starts** to where its bottom starts. Your estimate prints between the two lines. 4. Click **Use this letterhead**, then **Save style**. The header prints at the top of the first page, in place of Crewtavo's, so **Header style** and **Logo** go away and your letterhead's details replace the ones under **Business details**. The footer prints along the bottom of every page, in place of the footer's words. To change it, click **Upload a different one**. To leave a part out, drag its line to the very top or bottom of the page. Without a top, Crewtavo's header prints there, in the style you pick; without a bottom, the footer's words do. :::tip A photo can print with gray paper, and Crewtavo warns you when it looks like one. For a clean letterhead, upload a PDF from Word or a flat scan. ::: ### Business details Your business name, address, phone, email and website come from **Settings → Company**: click **Change in Settings → Company** to change them. Here you add: - **Under the name**: a short line under your name, like "Roofing · Siding · Gutters". - **License number** and **Insured by**, each with a switch to show or hide it on the page. ### Contract - **Printed above the signatures**: a few lines in plain words, like your payment terms, what's extra and your warranty. Each line prints on its own line. **Use the suggested wording** puts in a plain starting point to change to your own. - **Sections on estimates**: tick the sections from **Settings → Contract terms** that every estimate prints, after the words above. - **Sections on invoices**: tick the ones every invoice prints, after its totals. Write, change and reorder your sections in **Settings → Contract terms**. See [Write your contract terms](https://crewtavo.com/docs/sales/contract-terms/). :::tip If your contract sections already cover payment, changes and your warranty, clear **Printed above the signatures** so they don't print twice. ::: ### Signatures Turn the customer's line and your company's line on or off, change the words under each line, and choose whether a date prints beside each signature. Your salespeople don't sign by hand every time: each person saves their signature once in **Settings → Profile → Your signature**, or the first time they sign an estimate on site, and it goes on every estimate they sign after that. ### Footer **Along the bottom of every page**: a line like "Licensed and insured in Ohio · Family owned since 1998". With your own letterhead, its bottom prints there instead. **Page numbers** adds "Page 2 of 3" to every page. ## How the pages print Estimates and invoices are real US Letter pages, the same on screen as on paper: - **Page 1** has the letterhead. Later pages have a slim header with your name and the estimate's number, so a loose page is easy to place. - **Your contract sections** print above the signatures or on their own pages after the estimate, under "Terms and conditions", depending on where each one is set to print. - **While the client is still deciding between options**, the estimate shows them side by side. Once they choose, it says which ("Your choice: Better · Designer shingle"). ## More than one style Use **New style** for a second look, like one for storm and insurance work. The **⋯** menu beside the **Style** picker has **Rename**, **Make it the default** and **Delete style**. A quote uses the default unless you pick another under **Document style** on the quote page (it only shows when you have more than one). ## Where it shows - **On a quote**: switch **Lines** to **Paper** to see the estimate as it prints. **Print or save PDF** in the quote's **⋯** menu prints those pages, with the exact price, from the office. On an invoice, **Print or save PDF** opens the client's copy, ready to print. - **The Client Hub**: the client reads these pages in the **Review** step before they sign, and gets this page when they print a quote or invoice from their link. Once a quote is signed, their link shows the signed copy, with the customer's and your company's signatures on their lines. - **Signing on site**: the salesperson's iPad shows these pages while the homeowner signs. See [Get a roof estimate out from the aerial](https://crewtavo.com/docs/measuring/roofing-estimates/). :::tip **Print a sample** prints the preview, so you can check it on your own printer before a client sees it. ::: Source: https://crewtavo.com/docs/sales/estimate-templates/ (last updated 2026-11-04)