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Brand Preferences - Text Tab

Learn how to update text throughout your materials.

Amanda Rae avatar
Written by Amanda Rae
Updated over a week ago

The Text tab of the Brand Preferences page allows you to update particular text on all 17hats documents. You’ll be able to change the text shown on all document buttons and what those documents are titled. For example, if you don’t want to use the term “quote,” you can change this to “proposal” or any term that fits your needs. 

Lead Capture Form
This setting changes the text of the “submit” button on your Lead Capture Form. Other options you may consider are “Sign Up,” “Learn More,” or “Subscribe.” 

Questionnaire
This setting changes the title text on Questionnaires, and the “submit” button on the document and in questionnaire emails.

Quote
This setting changes the title text on Quotes, and the “submit” button on the document and in quote emails. 

Contract
This setting changes the title text on Contracts, and the “submit” button on the document and in Contract emails.

Invoice
This setting changes title text on Contracts, and the “submit” button on the document and in Contract emails.

Ready for the next step? Get your Email settings configured, add an email signature, and setup document reminders.

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