A Company Style is your brand, saved once: the fonts, colors, headings -- the overall style of your proposals. Apply a style to a report group and every page in it follows, so you no longer restyle pages one at a time or worry that a new page looks different from the rest.
Where to find it
Open Designer and click Company Styles in the left sidebar. You need the Design Report Pages permission (the same one that lets you use Designer) to access this.
Creating a style
Click +Add Company Style.
Give the style a name and pick a Jetbuilt theme to start from: San Francisco, Copenhagen, Dallas, Montreal or Barcelona. The theme fills in every setting; you change what you like from there.
Click Create. The preview shows sample proposal pages in your new style. Click View All Page Types to see the rest.
If your company has no style yet, Company Styles opens on this step. Click Cancel to leave without creating one.
Editing a style
The settings panel opens on Brand: your heading and text fonts, text color, accent and secondary colors, and page background. Change these first; most other settings follow them automatically. The dropdown at the top of the panel lists the other groups, organized by the kind of page they style:
Group | Setting | What it controls |
All Pages | Brand | Heading and text fonts, Text Color, Accent Color, Secondary Color, Page Background |
Marketing Pages | Cover & Backgrounds | Cover title color and cover and feature page backgrounds |
Marketing Pages | Large Heading | Font, weight, title case and color of large headings on free-form pages |
Marketing Pages | Medium Heading | The same as large headings |
Marketing Pages | Small Heading | The same as large headings |
Marketing Pages | Paragraph | Paragraph font, size, line spacing and color |
Proposal Content | Section Bars | Font, weight, case, color, text color and width of the bars that divide a proposal |
Proposal Content | Headings | Headings on line item, Financial Overview and acceptance pages |
Proposal Content | Body Text | Text on those pages |
Proposal Content | Tables | Line item font and size, column header background and color, Line Item Density, row spacing, row lines |
Proposal Content | Totals | Font, weight and color of subtotals and totals and lines |
Proposal Content | Detail Block | Title, body and summary styling of the detail boxes on Summary pages |
Proposal Content | Highlight Block | Color and text color of highlight boxes on Summary pages |
Proposal Content | Tags Block | Fill, outline and label styling of tag lists on Summary pages |
Click anything in the preview to jump to its settings. A magenta outline shows everything that setting changes on the page, so clicking one line item outlines the whole table and clicking one heading outlines every heading.
Nothing applies until you click Save Company Style. After an edit the header shows Unsaved changes, with a Discard changes link next to it. If you try to leave with unsaved edits, Jetbuilt asks first.
Linked settings
To keep restyling quick, most settings follow a Brand setting until you change them yourself. A linked setting shows in gray and blue text and reads, for example, Uses Heading Font or Uses Accent Color. Change it and it becomes Custom, with a Re-link option to put it back.
Reset linked styles option re-links every setting to its Brand value.
Reset to a Jetbuilt Theme option replaces every setting with one of the five themes.
Both still need Save Company Style clicked to take effect.
Applying a style to a report group
Creating a style changes nothing on its own. A report group only takes a style when you give it one, and you can do that three ways:
New groups: +Add Report Group now asks for a Style. If your company has one style, it's preselected.
One existing group: click on a group's name and click the group's … to enter the Edit Report Group window and choose a Style.
Every group without a style at once: when editing the name of a style, click Use for every group without a style and confirm.
A group set to No style (each page keeps its own formatting) looks exactly as it does today. Switching a group back to No style undoes the style completely.
What happens to pages you already have
Once a group has a style, all of its pages follow it, including pages you made long before styles existed:
Structured content (line items, totals, the Financial Overview and acceptance pages) takes the style's fonts, sizes and colors, and line items follow the style's Line Item Density.
Text you wrote on free-form pages, such as an About Us page, takes the style's fonts and colors. Formatting you set by hand in the page editor's toolbar (a specific font, size or color on selected text) stays and wins over the style. The toolbar eraser resets text back to the style.
Boxes and images don't change on their own. Opt each one in with Use style color or Use style background in the page editor.
Pages themselves aren't changed. The same page still looks as it did in any group without a style.
Two things to check after you apply a style:
Text on a dark box or image can become hard to read, because it now takes the style's text color. Give the box the style color, or set that text's color in the editor.
Text positioned by hand can shift or overflow when fonts or sizes change. Open the group's preview and look over your free-form pages.
A good order of operations: create a style, apply it to one group, check that group's preview (or send yourself a test proposal), then roll it out to the rest.
Changing a style that's already in use
If you save a font or size change to a style that report groups are using, Jetbuilt warns you that free-form pages in those groups may shift, and offers Duplicate Style. Duplicating saves your changes as a new style and leaves the existing groups exactly as they were.
New pages and your styles
New Company Page previews the page design in each of your styles; use the arrows to switch. The style showing when you click Create sets the page's layout. The report group's style then supplies the colors and fonts wherever the page is used.
Jetbuilt Starter Pages now appear above your Company Pages in a report group. Drag one into the group, give it a name, and it becomes a Company Page.
Pick the layout that matches the style of the groups the page will go in. A layout from one theme can clash with another theme's style (light headings on a white page, for example), so check the group's preview after adding pages.
Jetbot Styler
Jetbot Styler builds a style from your brand.
On the Company Styles screen, click Jetbot Styler.
Add your logo (PNG, JPEG or WebP) and up to four brand files, such as a brand guide or a styled PDF (under 10 MB each). Colors and fonts stated in your files take priority. Your files are kept for next time.
Optional: check Also make a cover page with my logo and Put my logo in my default header. Existing pages pick up the new header with Replace with Default.
Click Style It.
Jetbot sets colors, fonts, case and weight. It doesn't change sizes or spacing. The result lands as unsaved changes so you can review it, then click Save Company Style. You can run it up to 10 times an hour.
Good to know
Existing groups: every report group you already have starts with No style and keeps its current look until you choose a style for it.
Proposals already sent: a sent proposal keeps the look it was sent with, even if you change or delete the style later.
Orientation, page size and language: these now belong to the report group and are set when you create it. To get the same pages in landscape or another language, use Duplicate in the group's … menu; the copy shares the same pages and can take a different style, orientation, size or language.
Landscape: every theme has a landscape design, and Add Page previews the orientation you pick.
Line Item Density: Condensed, Compact or Normal sets how tight line item rows are in styled groups. Showing product images turns condensed rows off. If you want both condensed and normal proposals, make two styles.
Heading Color on filled table headers: headings inside a filled table header use Column Header Color, not Heading Color.
Service invoices: service invoice pages don't take company styles, so a group containing one can't be given a style yet.
Deleting a style: its groups go back to No style.
Who can edit styles: anyone who can use Designer.
If you have any questions, please reach out to us in chat support!