How To: Personalising Teamleader Focus' cloud platforms


You may want to adapt the cloud platforms to your own house style. Read everything about the customisation options in this article!


Find the customisation settings by navigating to Settings > Cloud platforms.


CloudSign and InvoiceCloud customisation

Note that InvoiceCloud isn't available in our SMART package, as this is part of the invoicing functionality.


Company entity

If you use multiple company entities, you can set up a customisation per company entity by selecting it here.

Make sure that the quotation/invoice you send to your customer is linked to the right company entity for the right CloudSign or InvoiceCloud customisation to be selected.

 

Colors

Tailor your CloudSign and InvoiceCloud by using your brand colours. Select a primary, secondary or menu background colour by using the colour picker or by inserting the colour code via the #


You can always reset your colors to the default color scheme by clicking on Reset.


Images

You can upload your company logo here to let it appear in the top left-hand corner of your CloudSign and InvoiceCloud environment. There's a maximum file size of 1MB, and only jpg, png and jpeg are supported.
You'll also find a Reset button here to remove your logo if needed.


CloudSign and InvoiceCloud preview

Whenever you pick another colour or logo, changes you made will be immediately visible in the CloudSign and InvoiceCloud preview. Interested in a complete preview of your environment?
For a quotation, please consult this article.
For an invoice, follow these steps:

  • Go to your invoice
  • Click on the three dots next to 'Info'
  • Choose Copy InvoiceCloud link
  • Open the link in a new tab to preview the environment.


Ticketcloud customisation

Note that Ticketcloud is only available in our BOOST package or as part of the Shared inbox Booster.


To set up the background of Ticketcloud, follow these steps:

  1. Click on Choose file
  2. Click on Upload and upload your .jpg format photo (with a dimension of 1920 x 1080 pixels).
    This will now be the background for Ticketcloud.

    NoteIt's not possible to set up a background in CloudSign or InvoiceCloud.
  3. Click Save

Note: the custom primary colour can, for now, not be changed. We are sorry for the inconvenience.


Language

Don’t worry if you’re sending your quotations to customers who don’t speak your mother tongue. If the language of your contact is set correctly in Teamleader Focus, the cloud platforms will be shown in his or her language.

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