Steps
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.
Upload your logo
Upload your logo. A high resolution file works best in the PDF.
Set your palette
Choose your primary and accent colors. They apply to cover styles, headings, the fee table and callouts across every template.
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.
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.