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



Update Proposal's Display Elements

  • 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



Update a Proposal's Colour Palette

  • 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



Update a Proposal's Theme Layout 

  • 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


Previewing Available Themes


  • Go to the Configuration Cog Icon in your system and select Global 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.