Setting Up Pages, Headers and Footers

Page setup is where a template gets its paper, its type and its branding — the things that are true of every page rather than of one box. This article covers the Page setup tab, including the header and footer bands that repeat on every page.

The Paper section sets “The sheet the document is laid out on, and how much white surrounds it.”

1. Choose a Size — for example Letter — 8.5 × 11 in.
2. Set the Top, Right, Bottom and Left margins. Type a value with its unit, such as 0.75in.

A Decoration is artwork behind the text on every page. With none set, the section says “None. The text prints on white paper.”

Click Choose image to pick one; the control then reads Change image. Two settings decide how far it reaches:

• Inside the margins — it covers the printable area only
• Side to side — it runs off the left and right edges

Body type and colour holds the two settings that carry a brand furthest.

• Body font — the document’s typeface. Only five faces are offered, because those are the ones the renderer has installed.
• Accent colour — “Headings, table header bands, and the rules above totals.” One colour changes all three.

Tables sets “How every table in this document looks. A single table can override any of it on the Table tab.” Pick a Style preset:

Preset	What it looks like
Plain	no rules, no banding
Ruled	hairlines under every row
Banded	shaded alternate rows
Boxed	an outer border and a full grid
Minimal	a plain header over a rule
Contrast	a strong header over banded rows

Header row, Data rows and Frame and spacing open beneath for finer control. A preset “Sets every control below that still reads ‘Document default’.” — so anything you have already set by hand is left alone.

Document title is “The PDF’s own title — what a reader sees in their viewer’s tab, not text on the page.”

• Fixed title — the same words on every document
• Or take it from the data (wins when set) — a field from the quote, so each document names itself. Click Change to pick a different field.

Header and footer holds the two bands that repeat on every page: Header “Prints at the top of every page, inside the top margin.” and Footer “Prints at the bottom of every page, inside the bottom margin.”

Each band has a Layout:

• Simple — “Three cells — left, centre, right. Each is one line and truncates.”
• Designed — “Free boxes you place yourself, with fills, borders and images.”
• Section band — header only: a full-width band from the paper’s top edge, carrying each section’s own title on every one of its pages. See Adding a Section Band.

On Designed, click Add text box to add a box, then drag it to move it or drag its corners and edges to resize it. The numbered Box controls below take exact values when you need them. Header colour sets “The ink every box inherits.” and Header type size its size.

A section band is a full-width strip across the top of the page — from the paper’s edge, not inside the margins — that carries the title of the section the page belongs to, on every page of that section. It suits proposals whose pages are headed MEET THE TEAM, OUR SERVICES and so on.

1. In Page setup, under Header and footer, set the header’s Layout to Section band.
2. Set Band height (reserved at the top of every page). The top margin grows to it, so the text always starts below the band.
3. Under Boxes (measured from the paper’s top-left corner), shape the band from coloured boxes: each has an x, y, width, height and fill. Add a box adds another, up to eight.
4. Under Title, place the title and set its size, colour and Bold.
5. Under Each section’s band, type each section’s title in Title in the band. Untick Print the band on this section’s pages for a section that should have no band, such as a cover.
6. Optional: for a section that needs a coloured bar down the page edge, click Add a side bar, pick Left edge or Right edge, and set its position, size and fill.
7. Save, then check Preview PDF.

The band starts with two boxes and a white title, which you can change or remove. The panel explains itself: “Printed by the document itself, from the paper’s top edge, full width — not inside the margins. Every page of a section carries that section’s title in it. The top margin grows to the band’s height, so the text always starts below it.”

Section titles also give a signed proposal its table of contents: the customer’s signing page lists them down the side and lets the customer jump between them. See Reviewing and Signing a Proposal.

The line at the top of the tab says it plainly: “Undo belongs to the document canvas and does not reach page setup. This panel keeps its own.”

Use Revert page setup to put paper, margins, fonts, accent colour, table styling and the bands back to what they were when you opened the tab.

Solutions:

• Only faces installed on the renderer are offered. Upload a .woff2 file on the Images tab to use your own. See Adding Images and Managing Assets.
• Do not expect a substitute to be flagged at render time — that is exactly why unavailable faces are left out of the list.

The band says “No images in this template’s library yet — upload one on the Images tab to put a logo in a band.”

Solutions:

• Upload the logo on the Images tab first. Bands can only use pictures that are already in the library.
• Set the band’s Layout to Designed — the simple three-cell layout takes text only.

Solutions:

• Set it to Side to side to run it off the left and right edges.
• For ink on all four edges, use a full-bleed Cover page instead. A decoration never reaches the top and bottom of the paper.

Solutions:

• It should not — the margin grows to reserve the band’s height automatically. Check Preview PDF rather than the canvas, which is where the real render can be seen.
• If the band has grown taller than you meant, look for a box in it whose lower edge sits further down than the rest; the band is as tall as its lowest box.

• Quote Generator Help
• Designing a Template — Pages, flowing sections and the boxes you place on them
• Adding Images and Managing Assets — Uploading logos, brand fonts and artwork
• Previewing and Publishing a Template — Seeing the real render before anyone else does
• Getting Started with Template Builder — Creating, renaming and archiving templates