Branded PDF & CSV exports
Your logo and company details at the top of every export, and the customer block for each project.
Set up your branding (super admin)
- Open Settings → Organization. (Only the super admin sees this section.)
- Enter your company name, address, phone, email, and website, and upload your logo.
- Choose Save. Every export from your organization now carries this header: logo on top, details underneath, then the takeoff.
Export
- Open the project and go to the Summary tab.
- Choose Print / PDF for a print-ready document (US Letter) or Export CSV for a spreadsheet file.
The customer block
If the project has customer details (added at creation or via the card's Customer button), exports print a "Prepared for" block with the customer's company, name, address, phone, and email under your header. Projects without customer details simply omit the block.
Your markup stays private. Exports fold markup into the subtotal and never show a markup line — see
Summary, markup & tax.
