Configuring Proposal Print Settings
Customise how your proposals look, behave, and print — from numbering to layout and branding.
🧭 Step 1: Access Proposal Print Settings
- From your dashboard, go to System Settings
- Click into the Proposal Print Settings section — this controls layout, numbering, and display logic for proposals
🔢 Step 2: Set Numbering Format
| Field | Example | Purpose |
|---|---|---|
| Prefix | #PROP0 |
Adds a custom prefix to all proposal numbers |
| Starting Number | 1 |
Sets the initial proposal count (e.g. #PROP000001) |
Tip: Use a prefix that reflects your sector or region (e.g. #QTN-UK for quotes in the UK)
📄 Step 3: Add Footer Details
| Field | Example | Purpose |
|---|---|---|
| Footer Title | Terms & Conditions |
Appears at the bottom of printed proposals |
| Footer Notes | Payment due within 14 days |
Adds custom notes or disclaimers |
Tip: Keep footer notes clear and legally sound — especially for payment terms or delivery conditions
🚚 Step 4: Toggle Display Options
| Option | Purpose |
|---|---|
| Shipping Display? | Show/hide shipping address block |
| QR Display? | Add a QR code to the proposal for quick access or verification |
Tip: Use QR codes for mobile scanning or linking to digital versions
🧩 Step 5: Choose a Template
- Select a layout from the Template dropdown
- Example:
London
- Example:
- Preview updates instantly on the right-hand side
Tip: Choose a template that matches your branding and client expectations
🎨 Step 6: Customise Colours
- Pick from preset colour swatches to match your brand
- Affects headers, highlights, and layout accents
💾 Step 7: Save Changes
- Click the blue Save Changes button at the bottom right
- Your updates will apply to all future proposals
✅ Best Practices
- Use consistent numbering for audit clarity
- Match colours and templates to your brand identity
- Include footer notes that reinforce payment discipline
- Preview layout before sending to clients
