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Agency admin

Put your agency on every proposal.

Fill the agency block, pick two colors, upload the logo. Every client page, letter PDF and email reads from these values.

Screen recording

Not recorded yet. When it is, it will show the Brand settings form filled in from an empty account, then the same values landing on a client page and its letter PDF.

The steps below are the whole procedure either way. A recording here never carries a step the text does not.

  1. Open Brand settings

    Sign in and choose Brand in the top nav. The page is admin only, so a staff account will not see the link. If you do not see it, ask whoever opened the agency account to make you an admin or to fill this in.

  2. Fill the agency block

    Agency name in full, the short name that renders in headers, tagline, phone, email, address, the default producer name and the default disclaimer. This is the block a client reads at the top of the proposal page and on the letter PDF.

    The producer name and disclaimer here prefill every new proposal. You can still change either one on a single proposal without touching this page.

  3. Set the two colors

    Brand color runs headings and buttons; accent color runs highlights. Pick them from your existing brand rather than inventing new ones, since the client page is meant to look like the rest of your agency.

  4. Upload the logo

    PNG or JPEG, up to 1 MB. Leaving the file field empty keeps the logo already stored, so you can save a phone number change without re-uploading anything.

  5. Save, then look at a real proposal

    Saved values apply to client pages and PDFs straight away. Open any proposal and press Client page to read what your client will read.

Next

If this did not cover it, write to hello@proposalwolf.com and say which step stopped working. The rest of what support can do is on the support page.

Last updated .