Make Every Proposal Look Like You
Your branding settings apply to every proposal, PDF and invoice.
Set them once in Business Settings.
How to Set Up Your Branding
Open Business Settings
Click Management in the top menu, then Business Settings.
Check your business details
Step 1, Details, holds the company name, tagline, address, phone, website and Tax ID shown on your proposals.
Upload your logo
In step 2, Branding, use Company Logo to upload an image.
Pick your Brand Colour
Also in step 2. It colours section headings, the selected package's border and the Accept button your client sees. Custom brand colour is a paid-plan feature.
Name your packages
In step 3, Labels & Templates, Package Labels lets you rename the three packages (Platinum, Gold and Basic by default) and add descriptions. Turning on Multiple Proposal Packages (paid plans) lets clients choose between them.
Rename section headings
Also in step 3, PDF / Print Titles lets you rename headings such as Work To Be Performed, Materials Package, Crew and Guarantee.
Save
Click Save Progress. Open any proposal to see the result.
Frequently Asked Questions
There is one brand colour. The rest of the proposal uses a neutral design so it stays easy to read.
Yes. Your logo, colour, package names and headings appear on the online proposal and the PDF.
Ready to Send a Branded Proposal?
Add your logo and colour in a couple of minutes.