Control Panel

Proposal branding only (logo + colors). Admin-only AI/model settings are not available here.

Quote ID

If you opened the portal from an email link, the Quote ID is usually already filled in.

Apply to all my proposals

When enabled, “Save Branding” stores a default for your account and it will be used across your proposals.

Logo URL

Tip: Use a public HTTPS image URL.

Cover Background

Primary Color

Secondary Color

Accent Color

Preview chips

Primary Secondary Accent

Note: Proposal styling is applied at render time. If you already have the proposal open, refresh it after saving.

Company & Contact (for Proposal)

This information will appear inside your proposals as your company profile and contact details.

Company Profile section

Toggle whether the Company Profile section appears in generated proposals.

Enable

Company Name

Company Website

HTTPS/HTTP links only.

Company Profile URL (PDF / Drive / Webpage)

A link to your company profile document (optional).

About Company

Contact Name

Contact Title

Contact Email

Phone

Address

Tip: After saving, refresh the proposal page to see updated details.

Technical Details Defaults

Save reusable “Technical details per section” instructions once, then reuse them on the Request Proposal page.

Tip: Keep these generic per-section requirements (e.g. “Include wiring topology, VLAN plan, and redundancy assumptions”).

Company Profile

This will be applied in Request Proposal (fill-empty by default).

After saving, go to Proposal → Request Proposal, select technical sections, then click “Edit details” → “Apply defaults”.