Estimates & Proposals

Company Profile

Enter your company branding once. It is stamped on the header and footer of the proposal PDFs you export.

Steps

1. Click the gear icon in the header, choose Account Settings, then Company Profile.
2. Click Upload logo and pick a PNG, JPG, or SVG file.
3. Fill in your Company name, Tagline / descriptor, License number, Street address, City / State / ZIP, Phone, Email, and Website.
4. Pick an Accent color for the lines and headings on the proposal.
5. Under Proposal Footer, set the Footer short name, Footer contact line, and Footer note (for example, how long the proposal is valid).
6. Under Proposal Terms, enter your standard terms and conditions (payment, warranty, schedule assumptions). Every proposal prints them as Terms and Conditions, before the signature lines.

Notes

• •Changes save as you type.
• •If the Footer short name is blank, the footer uses your company name.
• •You can still change the accent color for a single proposal in the Edit & Export Proposal window.
• •Until a company name is set, the export window shows a tip pointing here.
• •Enter just the license number (for example 123456); the proposal prints it as License 123456.
• •The proposal terms can be edited for a single proposal in the Edit & Export Proposal window.