How to Add Your Logo to Proposals

Learn how to add your business's logo to your proposals.

Last updated
June 17, 2021

What it does: Allows you to upload and include your logo on all proposals.

Purpose: Allows you to increase brand awareness and stay memorable to potential clients:

  • Logo is included on the cover page of each proposal
  • Increases brand awareness
  • Forms a bond between customers and brand

Prerequisites*:  Your logo must be uploaded to your account.

*Requirements to include logo on proposals.

Available On: Pro, Premium & Enterprise Plans

Here’s how it works:

  1. Log onto your Roofr dashboard and click the “Company” button on the left side navigation.
  2. Scroll to the section that says “Your Brand”.
  3. In the “Logo” section, click the upload button.
  4. Select the logo you want to include on proposals (must be a minimum of 120x120px).
  5. Once completed click the “Save changes” button.
  6. Click the “Proposals” button on the left side navigation.
  7. Click the “New proposal” button.
  8. Create your proposal.

Note: When you go to review and send your proposal, you will see your logo on the cover page of the proposal. This is also what your customer will see.

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