Your proposal overview is the page your client lands on when they open a proposal, and there's plenty you can do to make it yours. This guide covers how to set up each part of it: your banner, brand colour, logo strip, testimonials, and the team who'll be working with the client, and how each one is displayed.
What your clients see
The web version of your proposal overview shows:
A banner image across the top of the page.
Your proposal introduction, followed by the proposal details.
A testimonials section, with photos or company logos alongside the quotes.
A logo strip, a row of logos for clients you've worked with, awards, or accreditations.
A meet the team section, introducing the people who'll be looking after them.
Turning it on
These options are controlled by a single setting:
Go to Settings > Proposal Settings.
Turn on Use the new proposal design.
While this is off, clients see the classic proposal view instead. You can switch it off again at any time, and everything you set up below is kept behind the scenes, ready for when you turn it back on.
Setting up your proposal banner
Go to Settings > Branding and open the Proposal Banner Images section.
Upload your banner image. You can upload more than one.
Mark one as the default by clicking the star icon.
How it's displayed: your default banner appears across the top of the proposal overview, so it's the first thing your client sees. You can choose a different banner for an individual proposal, covered further down.
Checking your brand colour
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.
How it's displayed: your brand colour is used across the proposal overview against the page background. If your colour is too light to read comfortably there, a warning appears showing the contrast ratio against the WCAG "AA" standard, with a suggestion to consider a darker shade, so your proposals stay readable for every client.
Setting up your logo strip
Go to Settings > Branding and open the Logo Strip section.
Give the strip a title, for example "Trusted by businesses like yours".
Choose the logo size (Small, Medium or Large) and whether the strip is Static or a Carousel.
Choose whether to show or hide company names under the logos.
Click Add logo to upload your logos, up to 10.
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.
How it's displayed: the strip appears on the proposal overview under your chosen title. It shows on the web version of a proposal, not the PDF.
Adding images to your testimonials
Go to Settings > Testimonials and edit a testimonial (or create a new one).
Under Image (optional), choose Photo or Logo and upload the image. PNG or JPG, at least 128px, up to 2MB.
Click Save.
How it's displayed: Photos are cropped to a circle and best used for a person's image, and Logos are shown in full, un-cropped, and are best for a company wordmark. The testimonials section on the proposal overview shows the images alongside the quotes you've selected.
Introducing your team
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.
Setting up your team's profiles
Go to Manage Team and edit a team member's profile. Alongside their role and permissions you can add:
A profile photo. Optional, and where someone hasn't got one yet their profile still displays neatly, so there's no need to wait until you've got a photo for everybody.
A job title, such as Payroll Manager or Client Director.
A short bio.
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.
Choosing who appears on a proposal
On the Customise step when building a proposal, the Meet the team card is where you pick the people for that particular client. Search for a colleague to add them, and add as many as you like. 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.
You can also choose whether to show job titles and bios, or keep it to names and faces. There's a link through to your team page from the card if you need to fill in someone's details while you're there.
How it's displayed: the people you've chosen appear together on the proposal overview, in your order, with their photos and any job titles and bios you've opted to show. Add nobody and the section simply doesn't appear, so it's entirely optional per proposal. It shows on the web version of a proposal, not the PDF.
Using these in Design Templates
All of these options are available in your Design Templates too.
Within a template you can 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.
Proposals created from that template then come out looking right without any per-proposal setup.
Choosing images for an individual proposal
On the Customise step when building a proposal, you can pick which PDF image and which banner image to use for just that proposal, with a preview of each as you choose.
The proposal introduction text (on the same step) is what appears in the introduction section of the overview.
If you turn it off
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.
A note on Proposal PDF Images
Proposal PDF Images were previously called Proposal Title Images. Nothing has changed about how they work, the previous name was just misleading: this image appears on the title page of the PDF version of your proposals, and always has. You can upload up to 10, mark one as the default with the star icon, and override the choice per proposal.