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.

Danielle Fisher avatar
Written by Danielle Fisher
Updated over a week ago

In some cases you may be creating multiple proposals for a client throughout the year and want a quick and easy way to distinguish between these. 

So.. why not apply a project title to your proposal? 

How to assign a project name to your proposal

Create a proposal and start filling out the basic information section.

This is where you can give the proposal a project title.

This title will then appear in two places.

You will see it on the front cover of the proposal document:

And on your proposals dashboard if you click the blue info icon over that proposal:

And that's it!

If you have any questions, please reach out to us! 😃

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