Allow personalization of Proposals: color, formatting, look/feel

This lead said that the current estimates that come across a bit too plain: Aside from adding a logo, there doesn’t seem to be much room for personalizing or customizing the overall look and feel. They’re asking if we have plans to introduce features that would allow users to either style their proposals more freely or choose from a set of dynamic templates with different formatting options.

They emphasized that having more control over the visual presentation would significantly enhance the client experience when sharing estimates.

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Upvoters
Status

Submitted

Board

💡 Feature Requests

ETA
Jun 30, 2026
Date

9 months ago

Author

Shannon LaFleur

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