Your proposal overview is the page your client lands on when they open a proposal. This guide covers everything you can set up on it: your banner, brand colour, logo strip, testimonials, the team who'll be working with the client, and your own custom content sections.

The web version of your proposal overview shows:

These options are controlled by a single setting:

While this is off, clients see the classic proposal view instead, and the options below are hidden from your settings. You can switch it off again at any time, and everything you set up is kept behind the scenes, ready for when you turn it back on.

In Settings > Branding, under Brand Colour, your colour shows two previews side by side: how white text looks on your colour, and how your colour reads on the page background used by the proposal overview.

Drag and drop logos to reorder them, and click any logo to rename or delete it. The live preview shows exactly how the strip will look as you build it.

The testimonials list shows a thumbnail against each entry so you can see at a glance which ones have an image, with the rest of the actions on the three dots at the end of the row.

The overview can include a meet the team section, so a client can see who they'll actually be dealing with rather than just a company name. There are two parts to it: setting your team's profiles up once, then choosing who appears on each proposal.

Go to Settings > Team. The list shows each person with their photo, job title and role, with Add Member at the top right.

Select Edit profile against a team member to set:

These are the details a client sees, so it's worth a quick check that job titles read the way you'd want a prospect to read them.

Each person's role is shown as a chip beside their name. Roles are changed through Edit profile rather than from the list.

On the Customise step when building a proposal, the Meet the Team card is where you pick the people for that particular client. Two toggles sit at the top: Show block turns the section on or off for this proposal, and Show job titles controls whether titles appear under the names.

Underneath, On this proposal lists whoever you have added so far. Socket offers a Suggested list first, such as the client owner, and All team members below it with a search box. Select the plus icon against anyone to add them.

Drag them into the order you want and that's the order the client sees, so you can lead with whoever they've actually spoken to. Photos and job titles come from Settings, under Team.

The Custom Section Library holds reusable content blocks for your proposal overview: notes, headline numbers, team bios, images, tables and client stories. Build one once, then choose where it appears in each design template.

Go to Settings > Content and expand the Custom Section Library card. Everything you have built is listed here with its type underneath, and a pencil and bin icon on each row.

Select Add content section and choose a type: Team Bio, Image, Rich Text, Case Study, Sub Row or Table.

Every type starts with a Name, which is how the section is labelled in your library and in your templates rather than anything the client sees. A live preview sits on the right and updates as you type.

Pick the Team member from your practice list and their photo and details come across from their profile. Add their Role on this proposal, which is shown instead of their job title, and a Biography.

Takes a Company name, an optional Subtitle such as the client's sector or how long they have been with you, and a Client logo. PNG with transparency works best, up to 2MB.

Then the story itself: a Headline result in one line, followed by where the client started, what you did, and what changed. A Client quote and its attribution are optional.

Select Save to add it to your library.

Select the pencil icon on any row. It opens with its content already filled in, alongside the same live preview, so you can change the wording, swap an image or update a quote. The bin icon removes it from your library.

A custom section isn't on any proposal until you put it in a design template. The template also controls the order every block appears in.

Go to Settings > Design Templates. Select + New to create one, or select an existing template by its title. Scroll down to the Overview Layout card.

Overview Layout starts with Socket's own sections, each showing when it appears:

Banner Image and Introduction are fixed in place and carry a padlock rather than a drag handle. The rest can be dragged into whatever order you want, and none of them can be removed.

A section with a condition against it only appears on a proposal where that content exists, so a template with Testimonials in it won't show an empty block on a proposal you haven't chosen any for.

Select + Add content sections. A window opens listing your custom sections with a preview of each on the right. Tick the ones you want and select Add sections.

Drag them wherever they fit among the default sections. Unlike the defaults, your own sections carry an x icon to take them back out of the template.

Select Preview at the top right of the Overview Layout card. A Proposal overview preview window opens showing how the overview will look to a client, built from that template's saved settings.

Anything that depends on the individual proposal is described rather than filled in, so you are checking the layout and your own content rather than a real client's figures.

Reorder or add a section and select Preview again to see the change.

Within a template you can also pre-select which testimonials to include, choose which proposal PDF image to use, choose which banner image the proposal overview should show, and set a default onboarding form for clients to complete after signing.

The team is the one thing a template can't set, because it changes from client to client. A template's preview shows Meet the Team as "Chosen per proposal" for that reason.

On the first step of the proposal, find Quickstart Templates (optional) and select Edit Templates. In the Choose Templates window, open the Design Templates tab.

Hover over any template in the list and a Preview button appears. Select it to open Overview preview for that template, with its name in the header so you know which one you are looking at.

Close at the bottom right returns you to the list, so you can look at each template in turn before choosing. Select the one you want and Apply.

On the Customise step, under Additional Customisation, you can pick which PDF image and which banner image to use for just that proposal, with a preview of each as you choose.

No banner is one of the options, so a proposal can start straight at the introduction where an image wouldn't suit.

The proposal introduction text, on the same step, is what appears in the introduction section of the overview.

Once the draft proposal exists, open Client Preview to see the whole overview as your client will, with every section in the order you set in the design template.

Switching Use the new proposal design off returns your clients to the classic proposal view. The options above are hidden from your settings while it's off, but everything you've set up is kept, so turning it back on picks up exactly where you left off.