Help guide

How to set up your brand kit

Add your logo, colours, and font once so every proposal looks like yours.

November 9, 2026 · 4 min read

  1. Step 1

    Open Brand

    In the dashboard, go to Brand. This is where logo, colours, and font live.

  2. Step 2

    Upload your logo

    Use a clean PNG with a transparent background so the cover stays crisp.

  3. Step 3

    Pick primary and secondary colours

    Use your real brand hex values. Headings, buttons, and accents follow them.

  4. Step 4

    Choose a font

    Pick the supported font closest to your brand voice.

  5. Step 5

    Preview on a real proposal

    Open any proposal in client view to confirm contrast and the cover page look right.

More guides

How to generate a proposal in DealPilotHow to send a proposal clients actually openHow to get a proposal signed without chasingHow to edit a proposal after it is generatedHow to edit the Why Us sectionHow to create a contract from a proposalHow to add a payment link to a proposalHow to see when a client opens your proposalHow to follow up on a sent proposal in DealPilotHow to use the client portalHow to send an invoice from a proposal or time entriesFreelance business blog
FAQ

Quick answers

Showing your company name instead of DealPilot is a paid-plan feature. Check the pricing page for the current plans.

Preview a proposal on a second device after setting it up to confirm it carried over before you send.

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