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.





