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Getting Started - Customizing Proposal

Customize your proposal to meet your companies unique branding needs.

K
Written by Kyler Terry
Updated over a year ago

Customizing Proposal

  • Branding

  • Manage Custom Templates

These functions will be in the setting tab under admin.

Branding

Settings > Admin > Configure Projects and Proposals - Branding

Here is where you can:

  • Upload your Logo.

  • Set your primary and Secondary colors

  • Change your business address

  • Input your Contractor License Number

All of these settings will be shown and represented on your proposal.

Manage Custom Templates

Settings > Admin > Configure Projects and Proposals - Manage Custom Templates

Your account will start with a default template. Here is where you will modify to your needs. Using the red squares you can drag your pages around to modify the order of the pages.

  • Add new pages

  • Edit Cover Page

Add new pages

You can add a new image page or text page.

Most commonly used for T&C's. As well as a branding or referral page.

Cover Page

Select from our default images or upload your own.

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