The new dynamic Proposal is still in beta and only available to select EverBright partners.
Users with Admin permission can add and update their organization’s branding to the proposal template.
Check out this quick demo video:
Branding Tab
Go to Settings, then Organization Settings, and you will see the new Branding tab where admin users can add a logo and brand colors to their proposal template.
Upload a Logo
On the Branding tab, click on the logo to upload a new horizontal logo.
Select Colors
Set your organization’s Primary, Secondary, Accent, and Button colors.
Use Default Colors
Switch back to the default colors by toggling “on” the Use Default Colors button.
Preview Colors
See how the brand colors will appear on the Proposal using the Module Preview window.
