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Customize your brand
Customize your brand
Updated over 3 months ago

In today's competitive marketplace, establishing a unique brand identity is crucial. The proposals you send are not just a reflection of your offerings but also a presentation of your brand's image. Recognizing this, Cone proposal software offers admin users comprehensive control over branding settings, enabling you to personalize proposals to align closely with your brand identity. You can manage the logo image, brand color, and footer text in your proposals

Managing Your Logo Image

The logo is often the first thing your clients will notice in your proposal. It acts as a symbol of your brand's quality and professionalism. To upload or update your logo:

  1. Navigate to the Branding Settings: Look for the "Branding" section in Settings page. This is where all brand-related configurations are managed

  2. Upload Your Logo: You will see an option to upload a new logo. Click on it and select the logo file from your computer. Ensure that your logo is in a supported format (e.g., JPEG, PNG) and has dimensions that fit well within the proposals' design layout

  3. Save: Once uploaded, click Save to apply the changes

Customizing Brand Color

Your brand color sets the tone of your proposal, influencing how your brand is perceived. To customize the brand color used in your proposals:

  1. Access Branding Options: Within the Branding Settings, look for the Brand Color option

  2. Select Your Theme: Select a theme from the dropdown that matches with your brand color

  3. Preview: Before applying the new color, preview how it looks on a sample preview that Cone shows to ensure it matches your expectations. If it looks good, click Save to update all your proposals with the new brand color

Setting Footer Text

The footer of your proposal is an excellent place for essential information or a custom message that reflects your brand's voice. This appears in the footer of the PDF proposals that will be sent to clients. To edit the footer text:

  1. Go to Branding Settings: Within the Branding Settings, look for the Proposal footer text option

  2. Edit Footer Text: Enter the text you wish to display in the footer of your proposals. This could be anything from your contact information and legal disclaimers to a personalized thank you message to your clients

  3. Save: Once added, click Save to apply the changes

  4. Formatting Options: Utilize any available formatting options, such as text alignment, font size, and style, to ensure the footer text aligns with your overall proposal design. Save your changes once done

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