Estimates & Proposals
Company Profile
Enter your company branding once. It is stamped on the header and footer of the proposal PDFs you export.
Steps
- Click the gear icon in the header, choose Account Settings, then Company Profile.
- Click Upload logo and pick a PNG, JPG, or SVG file.
- Fill in your Company name, Tagline / descriptor, License number, Street address, City / State / ZIP, Phone, Email, and Website.
- Pick an Accent color for the lines and headings on the proposal.
- Under Proposal Footer, set the Footer short name, Footer contact line, and Footer note (for example, how long the proposal is valid).
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.