Branding on proposals
Logo, accent, and firm details applied to proposals.
Reviewed
What this is for
How this firm's look lands on a document a customer holds. A template names roles - the accent, the logo, who the letterhead is from. Branding is what those roles resolve against. Changing the accent restyles every proposal you generate from then on, without opening a template. A document already sent keeps the mark it was generated under.
The page that edits the look is Team branding. This article is what happens once it is applied.
Steps
- Set the look on Branding. Company name, contact, postal address, the two registrations this market puts on a quotation, one accent, a logo, optional banner, quotation validity, and terms. Templates carry none of that.
- In a template, pick a brand role rather than a specific colour. A rectangle whose fill is "accent" follows the team. A rectangle whose fill is a hex does not, however many times Branding is saved.
- Generate on Documents freezes the branding into that document with the numbers. The layout, the values and the look are captured together. Nothing edits the row afterwards.
- Save on Branding is the split: every proposal generated from now on uses it; the ones already sent keep the branding they were generated under. A firm that rebrands wants the next quotation to look new, and has not changed the document a customer already signed.
- A share link is different. Its letterhead is drawn from the branding row as it stands now, not from a proposal's frozen copy. The banner is a wide picture across the top of that page. It is never printed on a proposal. Which picture, and whether it is shown, are two controls.
- White-label proposals and templates is a plan capability: your own accent, logo and terms on every proposal you generate. Plan and usage lists it even when this plan does not include it ("From Studio"). Branding still holds the details so they are ready. Saving a change is refused until the plan covers it; reading and generating are not.
- Terms sit on Branding so a proposal can pick them up. On a proposal they print through the terms widget, not automatically. A page you share with a client carries them at the foot, folded under Terms and conditions until the reader opens it, so the figures on that page are never shown without the conditions they come with. Quotation validity (days) is a token, not a footer the product always draws.
Tips and common mistakes
- One accent, not a palette. Ink, paper and rules stay where they are, so a proposal stays legible. A bright accent is darkened automatically wherever it is used as text.
- With no logo, the company name is drawn instead.
- Do not paste a logo into the template as a picture if you want it to follow the firm. That picture is a colour the template owns.
- Regenerating makes another document beside the old one. That is how a rebrand reaches a customer without rewriting what they already have.