Customise my PDF report - Old Template

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Introduction

In this article, you will discover how to customise a PDF report so that you can share it with your customers.

Table of content

1. Two templates: Property Report and Property Appraisal

2. Selecting information to share with customers

3. Change the color of the cover page

4. Add a cover and end page

5. Add a custom logo to a report

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1. Two templates: Property Report and Property Appraisal

When creating a report, you can choose between two templates:

• Property report

• Property appraisal

What's the difference?

The main difference between these two models lies in the layout:

• The Property report is more price-focused, giving an overview of the market price assessment right from the first page.

• The Property appraisal template specifies the estimated price at the end of the report, with recommendations on the marketing strategy.

In general, the Property appraisal is preferred to convince a seller. The price appears on the last page. This template also includes an analysis of the property, comparables and market dynamics.

2. Selecting information to share with customers

When creating a PDF report, the sections to be displayed on the file can be selected. In this way, customers will have a more or less complete document depending on which sections are selected.

Following the steps below: 

• Step 1:
  Click on the Share button in the chosen dossier.

• Step 2:
  Click on Share as a PDF.
   

A new window Export PDF report is displayed.

• Step 3:
  Choose the template that is appropriate for this dossier.

• Step 4:
  Click the Continue button.

• Step 5:
  In the next window, check the boxes for the items to be added to the report.
  The Unselect all option allows to uncheck all the boxes at the same time in one group (Sections, Comparables, Market, Environment, etc.).

• Step 6:
  Click the Continue button. 

• Step 7:
  The next window allows to choose the front cover and the back cover of the report.
  If these pages are not essential to your report, click Continue. Otherwise, follow the steps below:

  • Step 1:
    Select the Cover Page from Personal covers/Company covers.

  • Step 2:
    Click the Continue button.

  • Step 3:
    Select the back cover.

  • Step 4:
    Click Create PDF to download the customized document.

The last settings that were made will be retained so that these settings won't have to be selected again the next time a PDF is created.

 

3. Change the color of the cover page

When the PDF report is exported, a cover page is automatically added, if none has been selected. The default color is blue, but this can be changed in the organisation settings.

• Step 1:
  Click the User icon in the upper right corner.
• Step 2:
  Click the menu Settings.

• Step 3:
  Click the Organisation settings tab.
• Step 4:
  Change the color and click the Save button.

4. Add a cover and end page

By default, the following features are included in the PDF report:

• the cover and end pages of the report generated with the PriceHubble logo and colours,
• all the contact details indicated in the User settings tab (First name, Last name, E-mail, Phone number, etc.)

This information can be modified at any time by replacing the cover and end pages of the report.

Our product offers two types of covers:

1. Company covers: all users in the same organisation will have identical cover and end pages for the report
   ⚠️ Warning: Only users with administrator access have access to this feature.

2. Personal covers: each user in the same organisation can have a personalized cover page or end of report.

To change them:

• Step 1:
  Click on the User icon in the top right corner.
• Step 2:
  Select the PDF Settings option.

From the PDF Settings page, in the Old Templates tab, you can add one and/or the other by following these steps:

• Step 1:
  Click on the Personal cover / Company covers option in the left-hand menu.
• Step 2:
  Click on the Upload front cover option and add the cover
• Step 3:
  Click on the Upload back cover option and add the cover.

Imported files must be PDF documents in A4 format, with a maximum of 10 pages and a size not exceeding 25 MB each.

5. Add a custom logo to a report

You can customize the logo that appears in PDF reports (top-left corner of the document), as well as the one shown in the Property Advisor valuation tool (top-left corner of the platform).

⚠️ Warning: Only users with administrator rights can access this feature.

• Step 1:
  Click the User icon in the top-right corner.

• Step 2:
  Click on Settings.

• Step 3:
  Go to the Organisation Settings tab.

• Step 4:
  In the Company logo section, click the Upload button.