improved
new
Prospecting
PDF Customisation in Marketing Audit Reports
Your Marketing Audit Reports just got an upgrade! 🎉
Now your PDF exports will match your Web Reports — keeping your branding consistent across every format you share with prospects.
What’s New
Brand Name & Contact Details
– Add your agency name, phone, email, and website in Report Builder → they’ll now show up in both Web & PDF reports.PDF Borders & Colors
– Customize border colors to align with your brand.PDF Heading Colors
– Match section titles (like Local Rank Tracker, Tech Stack Analysis, etc.) with your brand colours.
How to Customise
PDF Borders & Heading Colours
- Inside Prospecting → Report Builder -> Brand Theme
- 'Primary Color' maps to PDF Borders and heading color
Agency Brand Name & Contact Details
- Inside Prospecting → Report Builder -> Header Customization
- Header Customisation → Will show on the PDF cover page and footer area.
Why It Matters
- Consistent Branding – Whether you share a live web link or a polished PDF, your reports always look on-brand.
- Professional & White-Label Ready – Branded reports build trust with prospects and make your agency stand out.
- One-Time Setup – Configure once in Report Builder, and all reports (Web + PDF) stay in sync.
How to Enable
- Go to Agency -> Settings -> Labs - Search for PDF Customization and enable it
- Go to Prospecting → Report Builder (available at Agency and Sub-Account levels).
- Update your Brand Theme, Header, and Footer customisations.
- Save → Your changes now apply to both Web and PDF reports automatically.