ProposalKit ProposalKit Docs

Profile & branding

What your profile feeds into, and making documents look like yours.

Profile has five groups, and several of them show up directly on your proposals.

GroupFeeds
My detailsYour name, phone, job title, timezone, bio and links
Company detailsThe sender block on every proposal — name, business email and phone, address
Payment detailsThe bank footer on invoices and documents
SignatureThe signature block on your proposals
BrandingYour brand name, logo and the typeface used across the workspace

Brand typography

Pick a brand typeface and the whole workspace and your documents adopt it, so what you see while editing is what your client receives.