Add Branding to the Proposal (beta)

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.

More Proposal Training

Access and manage the new Proposal Template on the Proposal Phase in Settings.

Customize the Template using new Sections and Modules in the Proposal Builder.

Start Using the New Proposal after adding branding and customizing your template.