Quote appearance customization

Last updated: May 6, 2026

Quote appearance: Settings > Offices > Launch Quote Editor. Customize brand colors, fonts, banner image. Per-office configuration — each office can have unique branding. Useful for multi-brand agencies. Applies to new quotes.

Customize the look of quotes to match agency branding.

Where to access

Settings > Offices > Launch Quote Editor.

See Office custom fields and quote branding for setup details.

What can be customized

  • Brand colors.
  • Font styles and colors.
  • Banner image.

Per-office customization

Quote branding is configured at the office level. Each office can have its own branding.

Useful when an agency has multiple brands or distinct office identities.

When to update

  • After rebranding.
  • When changing primary colors or fonts.
  • After updating the agency banner image.

Updated branding applies to all new quotes from that office.


Source: https://help.edvisor.io/efa/quote-appearance