Templates & Branding

When you first sign up to the system we automatically check our database to see if your branding and design for your Organisation has already been setup. If it has you will be noticed upon sign up.

If not, our team will setup your templates and branding for you so you will have the correct templates to choose from for Introductions, Proposals and Price Updates.

We do also offer the functionality for you to save any introduction, proposal or price update as your own personal template. To do this simply check out this interactive guide below: