Skip to main content

Can I change the way my proposals look?

Check out our proposal themes to give your customers a proposal that will wow them! Include Testimonials, About Us section, Featured Gallery and more! Choose from six different templates with different layouts, color schemes and sections.

Updated over a week ago

Go to Manage --> Business Settings --> Proposals to find your proposal templates

Your proposal templates are based on presets and arranged in order on the Proposal Presets page. Templates will be chosen in the order they are assigned, depending on which package is chosen in the proposal.

There are 6 proposal templates in all

  1. Classic

  2. Luxury

  3. Tuscan

  4. Mist

  5. Vineyard

  6. Midnight Pulse

Scrolling left/right will allow you to sort through the templates and preview or choose the one you wish to edit. Choosing a template and clicking Save will enable it as a preset in your account. You can further customize the template once it is enabled.


Once you choose a template, choose the default cover photo for this preset

You can upload your own file or choose from the media library. There are also options for cropped versions below the image.

After you save the cover image, choose which packages and brand (if you have multiple brands) this proposal template applies to.

Did this answer your question?