Getting started

Firm profile and brand

Add your firm's details, logo, palette and fonts so every template and proposal carries them.

Steps

  1. Open workspace settings

    From the workspace menu choose Company profile. Enter your firm's legal name, trading name, address and the contact details that should appear on proposals.

  2. Upload your logo

    Upload your logo. A high resolution file works best in the PDF.

  3. Set your palette

    Choose your primary and accent colors. They apply to cover styles, headings, the fee table and callouts across every template.

  4. Choose fonts

    Pick from the included typefaces or upload your own. Fonts are embedded in the PDF, so the client sees exactly what you see.

  5. Check a preview

    Open any template and preview it. Brand changes apply everywhere at once, including proposals already in draft.

Merge fields

Company profile fields are available as merge fields in pages, so your address, phone and website appear in proposals without retyping. See templates and the page library.

Still stuck? Email support@feebeaver.com. Professional plans get a reply within 1 business day; Firm plans get priority support.

Frequently asked questions

Can we use our own fonts?

Yes. Upload them in brand settings. They are embedded in the PDF.

Do brand changes affect proposals already sent?

No. A sent proposal is frozen as an immutable snapshot. Brand changes apply to templates and proposals still in draft.