Proposal Customization

Last updated: February 4, 2026

Overview

Proposal customization allows you to fully brand your proposals so they reflect your company’s identity and stand out to customers. With recent improvements to Proposal Settings, OneCrew now offers reorganized controls, enhanced styling options, and a live preview experience. These updates make it easier to apply consistent branding—such as themes, fonts, colors, logos, and custom header images—across all proposals while maintaining flexibility for new projects.

Watch a Video Demo Here

Step-by-Step Guide

Follow these steps to customize proposal styles and preview your changes:

Access Proposal Settings:

  • Navigate to Settings.

  • Select Proposals.

Here, you’ll see the updated Proposal Settings page with a new, clearer layout.

Understand the Reorganized Settings:

  • Style Settings (top section):

    • Apply to all active and new proposals.

  • Content Default Settings (below):

    • Apply only to new proposals.

This separation helps you confidently update branding without unintentionally changing existing proposal content.

Preview Proposal Styles:

  • Click the Preview Proposal button.

  • A sample proposal will open, showing a hypothetical brand with:

    • Logo placement

    • Brand colors

    • Overall layout and styling

This preview allows you to see exactly how your style settings will appear before applying them.

Customize Proposal Styling:

Within Style Settings, you can:

  • Select a Theme (e.g., the new Swiss theme).

  • Change the Font.

  • Update Brand Colors.

  • Add or remove a Logo.

  • Upload a Custom Header Image.

These options let you clearly differentiate one brand from another and tailor proposals to your company’s visual identity.

Preview and Save Changes:

  • Click Preview Proposal again to review your updates.

  • The proposal will refresh to reflect:

    • Updated colors

    • New layout

    • Custom header image

  • Once satisfied, close the preview and Save your changes.

View Custom Styles in a Real Project:

  • Open an existing project.

  • Navigate to the Proposal.

  • Your saved style settings will now appear with:

    • Real service data

    • A live project map

    • Branded headers and layout

Review the PDF Proposal:

  • Open the PDF view of the proposal.

  • Confirm that:

    • The custom header appears on each page

    • Branding remains consistent throughout the document

This ensures your company identity is clearly visible from start to finish.

Insight

Proposal customization empowers you to inject your brand’s personality directly into customer-facing documents. With themes, fonts, colors, logos, and custom headers—all previewable before saving—you can create professional, visually consistent proposals that help your business stand out and leave a lasting impression.

Troubleshooting

Preview Does Not Reflect Changes:
Solution: Ensure you’ve clicked Save after updating style settings, then reopen the preview.

Changes Not Appearing on Existing Proposals:
Solution: Style settings apply to active proposals, but content defaults apply only to new proposals. Verify which settings were updated.

Need Help or Branding Advice:
Solution: Contact your dedicated Customer Success Manager for guidance or a walkthrough of proposal customization features.