When you go to your organization settings, any user with Organization Administrator permissions can customize template settings from the Proposal phase on the menu.
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This is where the color scheme for a proposal template can be edited. You can update up to 8 color selections to match your companies exact branding, including the colors used to show different quotes you include for comparison and for charts.
- Background: this sets the colors used for the top bar, page background, and side bar background.
- Text: this sets the colors used to show the quotes included in the proposal. The primary color is used for the first quote included in the proposal. If you include a second or third quote, the secondary and tertiary colors will be used.
- Charts: this sets the colors used in proposal charts, like the usage offset charts and the display system production vs consumption.
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