How to Add Your Logo to Proposals

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

Last updated
April 18, 2023

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 & Elite Plans

Branding Your Proposals:

  1. Step 1: Log onto your Roofr dashboard and click the “Settings” button on the left side navigation.
  2. Step 2: Find and click on the “Company Profile” tab across the top navigation.
  3. Step 3: Here you’ll find a section labelled “Your Brand” in the middle of the page.
  4. Step 4: In the “Logo” section, click the upload button.
  5. Step 5: Select the logo you want to include on reports (must be a minimum of 120x120px).
  6. Step 6: Once completed click the “Save changes” button.
  7. Step 7: Click the “Proposals” button on the left side navigation.
  8. Step 8: Click the “New proposal” button.
  9. 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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