You can control what your customer sees on your SalesDoc by managing the header details.
This allows you to tailor branding, deadlines, and references—keeping your SalesDocs clear, relevant, and professional.
Step-by-Step: Edit Header Details
Step 1: Open Header Toolbox
Click the header section in the preview on the left side of the SalesDoc to open the Document Details and Header toolbox.
Step 2: Review Company Details
In the header toolbox, you’ll see your company details.
If you have the Multi-Company add-on, you can select alternative branding
This overrides your default logo and company information for this SalesDoc
Step 3: Set Details and Control Visibility
Configure the key fields for this SalesDoc:
Deadline – Set a response date and choose whether to show it to the customer
Reference – Add a PO number or internal note, and choose if it’s customer-facing
Owner – Override the SalesDoc owner if needed. This is a super powerful feature! Learn more here.
Pro Tips
Save Your Preferences to Templates
If you regularly use the same header setup (e.g. showing references, hiding deadlines), save it to your SalesDoc templates. This keeps your team consistent and speeds up creation.