Articles on: Invoice123 settings

How to Create a Personalized Sales Proposal Template?

Customize your sales proposal design with just a few clicks. Want to add your logo, adjust colors, or font size? We'll guide you step by step on how to do this and emphasize your business style with each sent sales proposal!

How to create a personalised sales proposal template?

In the menu bar, select SETTINGS

In the sidebar, choose PDF templates

Select the Sales proposal template and click Add PDF template

Create a template name and edit the desired fields

You can edit:
Display of the logo in the invoice;
Header text colour;
Text font size;
Accent color and position;
Show the amount in words or not;
Footer: add text, additional logos, certificate photos.

After setting the template design, save the changes

Once the template is saved, create the sales proposal for the client and send

Updated on: 29/05/2024

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