Steps to Change the Default Paper Size
Go to Settings
From your left-hand navigation panel, click Settings.
Select General Settings
Under the Organization section, choose General Settings.
Find the Document Section
Scroll down to the Document area within the page.
Edit the Default Print / PDF Page Size
Click the Edit button beside the Document section.
Locate the field labeled Default Print / PDF Page Size.
Use the dropdown menu to select your preferred paper size (e.g., A4, Letter, etc.).
Save Your Changes
Click Save to confirm your new default setting.
What This Affects
All new PDF downloads (including invoices, proposals, contracts, and BEOs) will automatically use the selected paper size.
This setting applies across your organization to maintain consistent formatting.
Tip
If you frequently share documents internationally, consider using A4 for global standardization.
For North American operations, Letter size (8.5 x 11 inches) is typically preferred.