Overview:
This article will help users configure centralised Branding Preferences in Xvantage. It enables resellers to set up and manage their logo, company name, headers, footers, and legal text, which are automatically applied to all email and PDF quotes. This ensures consistent, professional, and customer-ready communication while reducing manual effort and improving overall quoting efficiency.
Process:
Log in to Xvantage.
Hover over the left navigation menu and click My Business.
Select Quotes.
Click the ellipsis icon (⋮) located in the upper-right corner of the page.
Click Branding Preferences.
The Branding Preferences page will be displayed, where you can customise your default settings for customer-facing quotes sent through Xvantage.
Click Edit.
Upload your company logo by clicking Click to Upload.
Accepted file formats: JPG, PNG, or JPEG
Maximum dimensions: 400 px
Maximum file size: 200 KB
Enter your Company Name.
Add your Opening Message.
Add your Closing Message.
Enter your Quote Terms and Conditions.
Click Apply Changes.
A notification will show that the branding preferences is successfully updated.