Configuring proposal template
Set up and customize your proposal template to match your brand and business needs. Add a logo, adjust styles, and edit content for a polished, professional presentation.
Video Tutorial
Watch the proposal template being configured, then use the steps below to customize your own.
Step-by-Step Configuration Guide
Navigate to the Proposal Template section
Go to the BMT area and select Proposal Template from the menu.
Open the proposal template
After clicking Proposal Template, the proposal page appears. This is your default account proposal template.
Customize the template
Click the Customise button. On the left, you'll see all the options you can configure. On the right is a live preview so you can see changes as you make them.
Add your logo
First, upload your logo in Shopify under Content > Files. Once you upload your logo, Shopify provides a new URL. Copy that URL and paste it into the logo field in the template, then choose the logo size (small, medium or large).
Adjust style settings
Go to Style and pick your proposal’s accent colour.
Edit content sections
Under Content, configure the sections you want to display in the template.
Update the footer
Use the Footer section to add or modify footer details, making the template truly your own.