7.5.5.1 Add your Customer's LOGO to PDFs

Sometimes it is helpful that you have your own as well as the advertiser's or agency's logo on the proposal or invoice documents. Or you need to add a barcode image to your invoice or order documents. This is how you do it: 

If in your Quote / Invoice Preferences the checkbox Show Logo is set to true the pdf is using the Logo uploaded within the preference record. 

In order to see the logo on the quote or invoice the user profile needs to have read permission on quote and invoice preferences.



Add your Customer's Logo/Image/Barcode Images

Optionally you can use the fields "Left Header Image Source" and  "Right Header Image Source". Then the uploaded Logo is ignored. 



  1. Before that, you need to create a Rich Text Field or Text field on the Account or Media Campaign record. 

  2. Next, enter the path to the new field in your preferences.

    1. For the Quote Preferences start from Media Campaign and "navigate" to the custom rich text field which contains the image.

      1. If you created the rich text field at the object Media Campaign your path should look like this: 
        "API Name of your rich text field"
        (Example: PDF_Logo_right__c)

      2. If you created the rich text field at the object Account your path should combine this:
        "API name of the Account field on Media Campaign level with __r at the end instead of __c"  "."  "API Name of your rich text field"
        (Examples: ADvendio__Agency__r.PDF_Logo_left__c, ADvendio__Advertiser__r.PDF_Logo_right__c)

    2. For the Invoice Preferences start from Invoice and "navigate" via Media Campaign to the custom rich text field which contains the image.

      1. If you created the rich text field at the object Media Campaign your path should look like this: 
        "ADvendio__MediaCampaign__r"  "."  "API Name of your rich text field"
        (Example: ADvendio__MediaCampaign__r.PDF_Logo_right__c)

      2. If you created the rich text field at the object Account your path should look like this: 
        "ADvendio__MediaCampaign__r"  "." "API name of the Account field on Media Campaign level with __r at the end instead of __c"  "."  "API Name of your rich text field"
        (Example: ADvendio__MediaCampaign__r.ADvendio__Agency__r.PDF_Logo_right__c)

  3. Ensure that

    1. "Show Logo" is checked.

    2. you checked the checkboxes "Show Left Header on..." according to your needs.

Make sure that your (Rich) Text Feld has an HTML tag with <img src="xxxx" /> included. Rich Text Feld should create this automatically if you add an image.