Note: You need administrator access to complete the steps outlined in this article.
Account administrators can customise themes and templates for all users within the account to ensure proposals are on-brand and consistent.
When customising a theme, you may:
Click on Themes on the side navigation bar. Identify the theme you wish to edit and click Edit.
Image 1: Editing a theme
To upload your office logo, click on Choose Image. Note that your logo should not exceed 5MB.
Image 2: Uploading a logo
Click Upload and select an image from your computer. If you have more than one logo in the Media Library, click on the circle to select the logo you want to use. Click SAVE to proceed.
Image 3: Selecting a logo
This cover image will be used on the cover page of your proposal. It will be the first image your prospective clients will see when they click on the proposal link.
To upload a cover image, click on Choose Image. Note that your image should not exceed 5MB.
Image 4: Uploading a cover image
Click Upload and select an image from your computer. You may upload a few images so you have a library of images to choose from. Select the image you want to use and click SAVE to proceed.
Image 5: Uploading and selecting a cover image
You may choose whether you wish to have the sidebar on the left or right of the page, and whether the sidebar can be minimised for your users.
Image 6: Changing sidebar settings
This example below shows how the sidebar would look if you selected a left sidebar position and switched on the Collapsible toggle.
Image 7: Example of the collapsible left sidebar
The Colour section lets you decide how and where your brand colours will apply within a proposal. You will be able to preview your changes as you select the colours. You may use the colour selector tool or enter the HEX code for your brand colour directly.
Image 8: Setting brand colours