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Give your proposal a project name

You can add a project title to every proposal you create if you'd like this to appear on the front cover of the documents.

Russell Henderson avatar
Written by Russell Henderson
Updated over 4 months ago

Applying a project title to a proposal is an easy way to distinguish multiple proposals. This is particularly useful when you may be creating multiple proposals for a client throughout the year.

  1. Create a proposal and start filling out the Basic Information section.


  2. In teh bottom right, under Add Project Name, click the toggle. This allows you to enter a name.

After you create the proposal, this project title will appear in two places.

  • The front cover of the proposal document


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