MediaOS gives you full control over the look, feel, and structure of your contracts, invoices, statements, and payment plans. Whether you're adding a logo, personalizing headers, or tailoring what information shows up, our Templates feature ensures everything you send out looks polished and on-brand.
How to Customize Your Templates: #
Admin users in MediaOS can customize templates for proposals, contracts, invoices, statements, and payment plans to align with their brand and communication preferences. To create a new template, start by navigating to System Settings from the left-hand navigation menu and clicking on Templates. In the top-right corner, select + Add Template to begin the setup process. You’ll be prompted to upload your logo and name the template. From there, you can choose what data to include in the layout. If you choose not to customize a template, MediaOS will automatically apply the default system-generated version.
Tip: Keep customization clean and intentional. It’s your first impression with clients—make it count!
Common Mistakes to Avoid #
Because MediaOS templates are highly customizable, certain missteps can disrupt how documents render or how data pulls into the final PDF. To avoid issues, it's important not to edit the text within {{Merge Tags}}, as changing, bolding, or italicizing these tags can break the system’s ability to pull accurate data. Similarly, do not delete any {% if %} tags—these are dynamic statements that determine which sections to include based on the content of the proposal. You should also avoid changing the Content Area Width from the default 700px, as this can affect formatting across different devices. Lastly, never remove the Signature Line Item Merge Tag, as it is essential for DocuSign functionality.
Understanding the Content Section #
When editing your template in MediaOS, the Content tab provides a range of drag-and-drop elements that allow you to customize the layout and structure of your document. The Text block lets you enter written content or insert {{Merge Tags}} to dynamically populate data. The Image block allows you to upload and place logos or other visual assets. With the Button element, you can add call-to-action buttons such as “Pay Online.” Use the Divider to insert a clean visual break between content sections, and the Social element to include icons that link to your social media platforms. Dynamic Content blocks—displayed as gray boxes—automatically pull data from your contract, making it easier to personalize each document. For more advanced customization, the HTML block allows users to input custom code for greater design control.
Content Insertions #
You can dynamically pull key elements into your templates, including Contract Line Items, the Payment Plan schedule, a DocuSign Signature Line, your User Template Header, and the account-specific Logo—ensuring each document is both personalized and data-driven.
Note: If you're using contracts with payment plans, we recommend creating one template with a payment plan section and one without.
Using Rows to Structure Layout #
Rows are essential for structuring the layout of your template in MediaOS. To begin, simply drag a Row layout from the left-hand menu and drop it into your template. Once your row is in place, use the Content tab to populate each section of the row with elements such as text, images, or dynamic fields. This approach allows for flexible, clean formatting that aligns with your branding and communication needs.
For example, dragging a four-column row will create four equal boxes for you to fill with your preferred content.
Adjusting Template Settings #
The Settings tab allows you to customize the overall look of your template by adjusting the Background Color, Content Area Background Color, Font, and Link Color—giving you control over the visual style of every document you send.
Warning: Do not modify the default 700px width in the Content Area.
Key Template Elements Explained #
Key elements within MediaOS templates help ensure your documents are both dynamic and visually aligned with your brand. The Logo can be dragged and dropped anywhere in the layout and repositioned or deleted as needed. The User Template Header automatically pulls from the saved header in your user profile. {{Merge Tags}} allow you to insert live, personalized data into the template, such as {{contract.advertiser_name}}. The {% if %} tags instruct the system to show or hide content based on whether the associated data is available. If a row is left empty, you’ll see a No Content Here message—reminding you to populate that section before finalizing your template.
Tip: The Invoice template includes a Pay Online button by default. To hide it when printing or mailing, use
{% if balance != 0 %}.
Setting a Default Template #
Once your templates are finalized in MediaOS, you can designate one as the default, ensuring it automatically applies whenever a specific template isn’t selected during proposal creation. To set a default, navigate to System Settings > General Settings. Within the Account section, locate the Default Template setting. Use the dropdown menu to select your preferred template, then click Save to confirm your selection. This helps streamline proposal creation and ensures brand consistency across your documents.
