Update Proposal Display, Design & Style

You're able to design, style and change the way your proposals look by changing the theme layout (Basic, Pro & Enterprise accounts only) and colour palette.

A well designed proposal can make your clients feel their needs have been met, make your business memorable and stand out when compared to competitors.

• Go to the Leads icon in your admin menu and find the Lead that you want to send the proposal for
• Under the options click on the Edit Proposal
• In the proposal menu bar at the top, click the Configure Proposal cog
• Under the Content tab you have the following options:
• Update the Proposal Title which will change the title of the browser window
• Show the Accept Proposal buttons on that Lead's proposal - by clicking this button on the proposal, the booking will immediately be submitted, the customer will be redirected to their client portal to eg. sign contract/ make payment etc.
• Show the Amend Proposal buttons on that Lead's proposal - by clicking this button on the proposal, the customer will be redirected to the booking form to fill in any other required data before submitting the booking
• Show the Pricing table on that Lead's proposal - this will display the cost of the package and any extras on the proposal.
• Click the green Save button to save any updates on that Leads' proposal

• Go to the Leads icon in your admin menu and find the Lead that you want to send the proposal for
• Under the options click on the Edit Proposal
• In the proposal menu bar at the top, click the Configure Proposal cog
• Click the Style tab
• Select a Colour Palette to see the effects of different colour choices (or pick Custom to choose your own)
• Click Apply to save the new colour palette to the Lead
• Check through the proposal before sending the client their proposal link

• Go to the Leads icon in your admin menu and find the Lead that you want to send the proposal for
• Under the options click on the Edit Proposal
• In the proposal menu bar at the top, click the Switch Proposal Theme Icon
• Select your theme (Purchases or Upgrades may be required to send some themes)
• Confirm Switch
• This will save your current proposal and reload the page with the new theme you have selected, saving it to the Lead
• Check that the written content and images are displayed how you'd like them before sending the client their proposal link

• Go To > Top User Menu > Settings
• Click Proposals
• Click View Demo on any proposal to see a video.
• You can also try any of our proposals for free from within your leads.   

For additional support articles on Proposals click here.