Set up your company
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The first time you sign in, you set up your company. Every proposal you send uses these details.
What you add
- Company name and your name. These two are needed to save.
- Phone and business email.
- Under Make it yours (optional): your business address, which is for your records and billing, a logo (without one, your initial is used), a brand color for your proposal cover, and how clients can pay you: check, card or cash.
Choose Save and start when you are done, or Skip to go straight to your proposals.
Change it later
Open Account. Company and color brings back the same screen. Your standard terms live in Account under Standard terms, and new accounts start with a short line you can keep or change.