Custom Export Templates
Create branded export templates to ensure your proposals always look professional.
Custom templates ensure every proposal you export maintains consistent, professional branding. Here's how to create and manage them.
Why Use Custom Templates?
- Consistent branding across all proposals
- Save time - No manual formatting needed
- Professional appearance - Impress clients with polished documents
- Meet requirements - Some RFPs require specific formatting
Creating a Template
- Go to Settings → Export Templates
- Click "Create Template"
- Give your template a name
- Configure the options below
- Click "Save Template"
Template Options
Header & Footer
- Logo placement - Left, center, or right
- Company name - Display in header
- Page numbers - Bottom left, center, or right
- Contact info - Include in footer
Cover Page
- Layout - Choose from 5 professional designs
- Background - Solid color, gradient, or image
- Title position - Customize placement
- Client name - Auto-populated from proposal
Typography
| Element | Options |
|---|---|
| Headings | Font, size, color, weight |
| Body text | Font, size, line spacing |
| Captions | Style for tables and figures |
Colors
- Primary color - Used for headings and accents
- Secondary color - Supporting elements
- Text color - Main body text
- Background - Page background
Using Templates
When exporting, select your template:
- Click "Export"
- Choose your format (PDF, Word, Google Docs)
- Select template from dropdown
- Preview and download
Template Tips
- Create multiple templates for different industries or clients
- Test your template with a sample export before using on real proposals
- Update annually to keep branding fresh
- Workshop plans can request fully custom template design
Need help with templates? Contact support.
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