Access branding settings
Click Settings, and select Company.
Click the Branding tab.
Branding options
Brand colour
Click Select Colour to open the colour palette and choose your exact brand colour
Fonts
Select fonts for headings and general text in your proposal PDFs
Logos
Upload your company logo for use throughout the proposal PDF
To use a different image for the proposal header or create a proposal page, tick the relevant box and upload the alternative image
Banners
Add a banner to the top of the Create Proposal page for a strong visual impression
📌 TIP: The optimum size for banners is 1200px – 1500px.
Footer
Add text to appear at the bottom of every proposal page
Use this for legal information or key company details
Preview your changes
Click Save Settings.
Create a proposal to preview your branding.
Scroll to the Preview Proposal section and check the proposal and Letter of Engagement.
📌 TIP: Use a package template for a quick preview.
See also
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