Adding a Background Image & Company Logo

Overview
The top of your proposal presentation shows your company logo and a background picture, called the banner. You can change either of them from the estimate's Proposal presentation page, and see the result in the proposal your client sees.

Open the Proposal Presentation

1. In the left-hand menu, click Jobs.

2. Click Job list and select the estimate. You can also click Pipeline and select it from there.

3. In the estimate sidebar, click Proposal presentation.

Change the Logo and Background Picture

1. Hover over the background picture at the top of the proposal. If you haven't added one yet, this area is grey.

2. Click the pencil icon (Edit details) in the top right corner of the picture. The Heading panel opens on the right.

3. Under Logo, change or remove your logo. You can also turn Show company logo/name on or off, and choose a Logo appearance: Normal, Blend or Ghost.

4. Under Banner, change or remove your background picture. You can also choose Darker, Original or Lighter.

5. When you're done, click the X to close the panel. Your changes show in the proposal.

Why This Matters

• Your proposal shows your own logo and a background picture that fits the project.
• You can see how the changes look in the proposal as soon as you close the panel.

Summary

To add or change your proposal's logo and background picture, open the estimate and click Proposal presentation. Hover over the background picture, click the pencil icon, and update the Logo and Banner in the Heading panel. Close the panel to see the changes in your proposal.