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Design editor
The design editor controls the visual appearance of proposals, contracts, invoices, forms, receipts, and booking pages. You set themes, colour palettes, typography, page layout, spacing, borders, and custom CSS at the page level, then override individual sections and blocks with their own styling.
Opening the design editor
There are three levels of design editing: page-level, section-level, and block-level.
Page-level design: open the document in the block editor. The design panel is the panel that appears alongside the editor. The page-level controls set the default look for the entire document. Every section and block inherits these defaults unless overridden.
Section-level design:
- Hover over a section in the editor.
- Click the Style section icon (droplet) in the section toolbar.
- The design panel switches to show settings for that specific section.
- Click the back arrow at the top of the panel to return to the page-level design.
Block-level design:
- Hover over a block and click the block options menu.
- Click Style block.
- The design panel switches to show settings for that specific block.
- Click the back arrow to return to page-level design.
Changes preview in real time on the document canvas as you adjust settings. Click Save when you are done.
Themes
Themes apply a complete visual style to the document in one click. Each theme sets the font, background colour, text colour, border colour, border width, corner radius, and spacing for the page, sections, blocks, buttons, items cards, and signature areas.
Ten built-in themes are available:
- Minimalist - Roboto font, white sections on a light lavender background, thin borders with rounded corners.
- Cyberpunk - Inter font, dark navy sections on a near-black background, cyan text, purple borders.
- Pastel - Poppins font, soft green sections on a mint background, grey text, green borders.
- Aurora - Inter font, soft blue-lavender sections on an icy blue background, deep violet text, bright blue borders.
- Retro - Georgia font, warm tan sections on a cream background, brown text, gold borders.
- Slate - Impact font, grey sections on a light grey background, dark text, medium grey borders.
- Sunset - Tahoma font, coral sections on a blush background, dark rose text, thick rounded borders.
- Monochrome - Courier New font, white sections on a light grey background, black text, thin borders with square corners.
- Playful - Futura font, pink sections on a light blue background, deep purple text, large rounded corners.
- Muted Blue - Verdana font, soft blue sections on a light blue background, navy text, medium rounded borders.
Selecting a theme overrides all current design settings. After applying a theme, you can still adjust any individual setting to customise the look further.
Colour palette
Below the themes, the Color palette section shows the main and secondary colours used across the document. Clicking any colour swatch opens a colour picker where you enter a hex or RGBA value.
Main colours control the primary look of sections, text, and borders. Secondary colours control accent elements. The palette updates the entire document at once. If you change a colour that's used by multiple sections, all those sections update together.
Typography
The Typography selector lets you choose the font family, heading size, and body text size for the document. The font you pick here applies to all text in the document unless a block overrides the text colour or you use inline formatting in a content block.
Page layout
The Layout selector has two options:
- Fullwidth - sections stretch to the full width of the page.
- Centered - sections have a maximum width and sit centred on the page with margins on either side.
Spacing, corners, and borders
Four preset selectors control the structural feel of sections:
- Gap - the space between sections. Options: None, Small, Medium, Large.
- Space - the padding inside each section (how much room blocks have around their content). Options: Medium, Large, Huge.
- Corner radius - how rounded the section corners are. Options: None, Small, Medium.
- Border - the border width around sections. Options: 0, 1, 2, 3.
A Vertical alignment selector controls whether content inside sections aligns to the Top, Middle, or Bottom.
Section-level styling
When you click Style section on a specific section, the design panel shows options for that section only. Changes here override the page-level defaults for that one section.
The available section-level options are:
- Background colour
- Background image (with size, position, repeat, and opacity controls)
- Text colour
- Border colour
- Margin (space outside the section)
- Padding (space inside the section)
- Border width
- Border radius
- Shadow
- Vertical alignment
- Custom CSS
Section-level styling is useful when you want one section to stand out, for example a cover section with a background image and different text colour.
Block-level styling
When you click Style block on a specific block, the panel shows the same base options as section-level styling: background colour, background image, text colour, border colour, margin, padding, border width, border radius, shadow, and custom CSS.
Image blocks have extra options when you select Style block:
- Image display mode - choose Standard image (the image sits inside the block with its own borders and padding) or Fill background (the image fills the entire block area as a background).
- In Fill background mode: Image height (30px to 1000px), Background size (Auto, Cover, Contained), Position (9 positions from top-left to bottom-right), Tiled background image toggle, and Opacity slider.
- In Standard image mode: border, border colour, border radius, padding, margin, and shadow controls for the image frame.
Custom CSS
At every level (page, section, block), a Custom CSS section is available. Click the CSS option to open a code editor where you write CSS rules that apply to that specific scope.
Page-level CSS wraps the entire document. Section-level CSS targets only that section. Block-level CSS targets only that block. The code editor supports auto-completion for CSS properties.
Form and booking page specific options
Forms and booking pages have extra design options not shown on proposals or contracts:
- Field styling - separate colour controls for label text, description text, value text, field background, and field borders. These let you match form inputs to the document's colour scheme.
Booking pages also include:
- Scheduler slot styling - separate colours for selected slots (text, background, border) and available slots (text, background). These control how time slots look on the booking calendar.
Tips
- Start with a theme that's close to what you want, then adjust individual colours and spacing. Themes set everything at once, so they're the fastest starting point.
- Use section-level background images to create visual cover pages without affecting the rest of the document.
- If you change the status of a document to approved, signed, or paid, the design editor becomes read-only. Change the status back to draft if you need to edit the design.
- Custom CSS is the most flexible option for precise control, but the preset selectors handle most common styling needs without writing code.
- The design editor is shared across proposals, contracts, invoices, forms, booking pages, and receipts. Styling one document type teaches you the same controls for all the others.