Company details
The Company page holds what every proposal shares: your name, logo and contact details, your standard wording, and your team. Change something here and every new proposal uses it.
Click a section to open it. Each one saves on its own. Proposals you’ve already sent keep what they were sent with.
The basics
Your company name, license line and tagline, how clients reach you, and your logo. Upload your logo in the slot that matches the background it was drawn for. You can also pick the photo that shows when you text a proposal link. Click Save the basics when you’re done.
Your look
Colors, fonts, your cover and how pages are laid out. It has its own page: Your look.
Your words
The short passages every proposal reuses: your warranty, payment terms, fine print, and your standard list of what’s not included. Click Write it or Edit on each one, then Save. Some are marked optional and only print when they apply.
Longer pages, like your letter to clients and why clients choose you, live in the Library instead. See Library pages.
Your team
The people on your team page, each with a name, role, short bio and photo. Click Add a team member to add someone, use the arrows to change the order, and click Save.
Phone numbers and emails you add here only print in welcome guides, never in proposals.
Photos and reviews
Photos of past jobs and your customers’ reviews. Both are managed in the Library. See Photos and past work and Customer reviews.