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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 11 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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