Why customize your proposal
A branded proposal feels professional and reinforces your agency identity. Clients remember who they're working with. Customization in Campaignly takes minutes and applies to every proposal you send.
Access proposal settings
- Go to Settings in your account menu
- Select Proposal Branding from the left sidebar
- You'll see all customization options on one page
Add your logo
- Click Upload Logo in the Logo section
- Select an image file (PNG, JPG, or SVG work best)
- Recommended size: 200px × 200px or larger
- The logo appears at the top of your proposal
Tip: Use a PNG with transparent background for cleaner placement. SVG files scale perfectly on any device.
Set your color scheme
Your proposal uses two colors: a primary color (headers and accents) and a secondary color (highlights and buttons).
- Click the color picker next to Primary Color
- Choose a color or enter a hex code (e.g., #2E5090)
- Repeat for Secondary Color
- Click Preview to see changes in real time
The preview shows exactly how colors appear on client proposals.
Customize text and messaging
Company details
- Company Name: Displays on every proposal
- Company Website: Links to your site in the proposal footer
- Contact Email: Where clients send questions about the proposal
Footer message
Add a personal touch with a custom footer line. This might say:
- "Looking forward to working together"
- Your phone number and hours
- A compliance statement
Save and test
- Click Save Changes at the bottom
- Create a test proposal to review your branding
- Share the test with yourself or a colleague
- Adjust colors or logo placement if needed
Changes apply immediately to all new proposals. Existing proposals keep their original branding.
Important notes
Logo placement: Logos appear on the cover page and in the header of each section page. Oversized logos get automatically scaled down.
Color contrast: Campaignly checks that your primary and secondary colors have enough contrast for readability. If colors are too similar, you'll see a warning.
Mobile preview: Test how your proposal looks on phones and tablets. Tap the device icons in the preview pane to switch views.
Revert to defaults: If you want to start over, click Reset to Default at the bottom of the page. This removes your custom branding.