Want to know how to make your proposals look better?
Customise the theme colour to match your branding and make changes to the heading layout!
To do this:
- From the Online Dashboard, go to Account > Settings.
- Click Document Templates.
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- In the Templates pane, click Proposal.
- Click the arrow on the side of the Proposal pane to scroll through available heading formats.
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- Click the colour box next to Theme Colour: to select a new theme colour. Enter your desired RGB values or use the slider to find a colour you like.
TIP: If you want a colour that is complementary to your brand, use the eyedropper tool on your logo displayed on the Proposal template.
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You can add, remove, or rearrange fields in the Company Details box to display your company information as you’d like in the space provided on the header.
The following are most commonly used:
- {vendor.name} – your business name
- {vendor.email} – your business email
- {vendor.website} your business website
- {location.address} – your business address
- {location.phone_1} – your business phone
- {business_number_name}: {vendor.business_number} – Business Number: your business number
You can also include other text that will be displayed exactly as entered.
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When you are happy with your template, click Save Template Settings.
Are you using Proposals in your business yet? If not, you’re missing a trick!