PDF Branding Guide

Make every probate report look like your firm

Upload your logo, match your colors, and control the header and footer text so the PDF feels like it came from your office, not a generic widget.

Start branding your PDFsSee the sample report
Brand identity
Logo + firm details
Header and contact block
Color system
Primary + secondary + accent
Palette and white-label state
PDF output
Header + footer + QR
Client-facing PDF output
Saved defaults
Template + disclaimer
Template settings and disclaimer

Settings > Branding

What you configure once

One save applies everywhere

Firm identity

Settings > Branding

Header identity and contact block

Business nameEmailPhone

Color & theme

Settings > Branding

Theme palette and white-label toggle

Preset palettePrimarySecondary

PDF reports

Settings > PDF reports

Header, footer, and QR presentation

PDF header nameFooter text

PDF export settings

Settings > PDF export

Template defaults and disclaimer

Template styleDisclaimer
Firm identity, colors, report text, and export defaults all resolve from the same saved branding settings.

Setup flow

Configure branded PDFs in four moves

Each control maps directly to the report output, so you can see what changes before you save.

01
Step 1

Firm identity

Start with the firm's core identity so the report header and footer stay consistent everywhere the PDF appears.

Settings > BrandingUsed in the header

Firm identity

Business name

Edit in Settings > Branding

Email

Edit in Settings > Branding

Phone

Edit in Settings > Branding

Address

Edit in Settings > Branding

Logo upload

Edit in Settings > Branding

These values appear in the report header and contact block.

02
Step 2

Color & theme

Set the palette once so the report, widget, and white-label states all share the same visual language.

Settings > BrandingMatches the site

Color & theme

Preset palette

Edit in Settings > Branding

Primary

Edit in Settings > Branding

Secondary

Edit in Settings > Branding

Accent

Edit in Settings > Branding

Powered by toggle

Edit in Settings > Branding

The color system carries through to the report accents and theme states.

03
Step 3

PDF reports

Control the header, footer, QR treatment, and orientation so the delivered report feels like a real client handout.

Settings > PDF reportsPrinted on every page

PDF reports

PDF header name

Edit in Settings > PDF reports

Footer text

Edit in Settings > PDF reports

QR code

Edit in Settings > PDF reports

Orientation

Edit in Settings > PDF reports

These settings shape the PDF that clients actually download.

04
Step 4

PDF export settings

Lock in the template style, default orientation, and disclaimer so exports stay consistent across every download.

Settings > PDF exportSaved once

PDF export settings

Template style

Edit in Settings > PDF export

Disclaimer

Edit in Settings > PDF export

Default orientation

Edit in Settings > PDF export

This is the output profile the report uses every time a client exports.

Sample output

See the report before clients ever download it

The preview shows the same hierarchy your clients will get in the final export: branded header, clean fee summary, and a report that still reads well on mobile and in print.

  • Firm branding appears in the header and footer.
  • Color accents stay readable against white paper.
  • The fee summary stays clean and scannable.
  • Previewed output matches the download clients receive.
Open the branding docs

Sample output

Sample PDF preview

Give prospects a clean estimate summary they can keep, review, and bring to your consultation.

  • Firm branding appears in the header and footer.
  • Color accents stay readable against white paper.
  • The fee summary stays clean and scannable.
  • Previewed output matches the download clients receive.
CL

Carter & Lee Probate Law

Probate Fee Estimate • Orange County, CA

Client-ready

Prepared for consultation. The same branding shows up in the exported PDF header and footer.

CL

Carter & Lee Probate Law

Probate Fee Estimate • Orange County, CA

Estimated total $48,685
Client-readyBranding enabled
Statutory attorney fee$23,000
Executor fee$23,000
Court filing fee$435
Publication$250
File petition -> Court hearing -> Asset inventory -> Final distribution
Prepared for consultationClient handout

Why it matters

The report carries your brand beyond the calculator

Looks like your firm

Clients see your name, your colors, and your contact details instead of a generic report template.

Keeps the handoff polished

The report feels ready for consultation, printing, or forwarding before the intake call even starts.

Makes the calculator feel native

Branding ties the PDF back to your site and makes the calculator look like part of the same workflow.

Start branding every PDF the calculator creates

Set the logo, colors, header, and footer once, then save a report template that feels native to your firm.

Start the Pro trialRead the branding docs