Prospecting Tool - PDF Customisation in Marketing Audit Reports

Modified on: Tue, 14 Oct, 2025 at 10:48 AM

Give your marketing audit PDFs the same polished, on-brand look as your live web reports. With PDF Customization in HighLevel’s Prospecting Tool you can control colors, borders, headings, and contact details, so every format you share reinforces your agency’s identity.

Note: This feature is currently in Labs and needs to be enabled by Agency.

TABLE OF CONTENTS

What is PDF Customization in Marketing Audit Reports?
Key Benefits of PDF Customization
How to Access the Report Builder in Prospecting Tool
- At the Agency Level
- At the Sub-Account Level
How To Setup and Use PDF Customization
Frequently Asked Questions
Related Articles

What is PDF Customization in Marketing Audit Reports?

PDF Customization allows you to apply your Brand Theme, header, and footer settings from the Prospecting Report Builder directly to exported PDF audits. Every PDF automatically mirrors your web report’s branding, no extra design work required. This creates a seamless prospect experience and saves valuable setup time.

Note: This feature requires Premium Prospecting subscription. Preview mode is free of cost for both Agencies & Locations.

Key Benefits of PDF Customization

Consistent branding: Web links and PDFs always match for a unified, on-brand experience.
Client-ready: Professional presentation that builds trust with prospects.
Set once, sync everywhere: Configure in Report Builder and changes apply to all reports.
Brand-matched styling: Customize border and heading colors to fit any palette.
Clear contact details: Show agency info on cover and footer so prospects can reach you fast.

How to Access the Report Builder in Prospecting Tool

The Report Builder is available at both the Agency and Sub-Account levels for users with a Premium Prospecting Subscription. If you're on Basic Prospecting, you can explore the Report Builder, but saving changes is restricted.

At the Agency Level

Log in to your Agency account.
Click on the Prospecting tab in the main navigation.
Select the Report Builder tab to begin customizing your reports.

At the Sub-Account Level

Login to the sub-account.
Click on the Marketing tab.
Click on Prospecting.
Click the Report Builder tab to start building reports.

How To Setup and Use PDF Customization

Proper setup ensures every report looks flawless and saves you from manual edits.

Note: Web-only header/footer blocks will not appear in PDFs.

Step 1: Configure Branding & Theme

Brand Name & Contact Details – Add your agency name, phone, email, and website in Report Builder.
Borders & Colors – Customize border colors to align with your brand.
Heading Colours – Match section titles (like Local Rank Tracker, Tech Stack Analysis, etc.) with your brand colours.
For a detailed guide on customizing reports, checkout our article on Prospecting Tool - Fully Customizable Prospect Report Builder

Step 2: Preview & Save Your Report

Click Preview to generate a live preview of the report design.
Scan for brand color application on borders, headings, and header/footer details.
Click Save to apply selections to the builder and to any future PDF or web report without additional steps.

Step 3: Export a PDF Report

Go to Prospecting → All Accounts (prospect list).
For the prospect you want, either click View Report and then Export PDF.
Or click Export PDF directly from the list, choose the language for the PDF.
Click Export PDF.
Once ready, the PDF report will open in a new tab with all the brand customizations made previously.

Frequently Asked Questions

Q: Is multilingual PDF export supported?

Yes, you can choose the preferred language while exporting.

Q: Will my agency logo scale correctly in the PDF header?

A: Yes, the logo field in Header Customization auto-scales images up to 300 px wide for optimal print quality.

Q: Does this feature require Premium Prospecting?

Yes.

Q: Can I see my changes in real-time?

Yes, the builder provides a live preview, ensuring you can see adjustments immediately before publishing.