Proposal PDFs contain key components, such as graphics, testimonials, and text sections. Customising these ensures your proposals reflect your brand and provide a professional client experience. Once configured, these templates will generate automatically for future proposals.
Access the proposal PDF
Go to Configure and select Templates & Emails.
Click Edit next to the template you want to update, or create a new template.
In the pop-up, select the PDF tab.
You can also configure email content and acceptance settings from this screen
Edit the PDF content
The features in the PDF tab appear in the order they’ll display in the proposal.
a) Add testimonials
Toggle Testimonials on
Enter client testimonials, including name and company
Consider creating templates for different niches with relevant testimonials
b) Add full-page graphics
Toggle Full Page Graphics on
Upload up to three graphics
Specifications:
Size: 210mm × 297mm (A4)
Resolution: 72dpi for screen, 300dpi for best quality
Ideas:
Meet the team pages
Company bio or “About us” pages
Brand quotes or ethos images
Back cover pages
c) Edit text sections
Use text editors throughout the PDF tab to update content such as:
Introduction
Introduction to Fees (use merge tags for proposal type or ID)
Please Note section (toggle on/off; includes start/end dates, revenue, and custom text)
To show only proposal validity, disable start/end dates and revenue
d) Configure other sections
What Happens Next: Now managed in the Acceptance tab
Services and Roadmap Introductions: Edit section introductions for clarity and upsell opportunities
Click Save Template to apply your changes.
Your customised proposal PDF will now include the selected graphics, testimonials, and text content.
See also
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